Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter James Wong is an investment advisor representative at Fidelity Personal And Workplace Advisors. Peter has been in the financial industry since November 13, 1994. Currently, Peter is registered with the state of Pennsylvania and Texas. Peter holds Series 7, 24, 55, 63, and 66 licenses and the SIE designation. Peter also has experience with Fidelity Brokerage Services LLC. Peter specializes in portfolio management for individuals and businesses, financial planning, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (CONSHOHOCKEN PA)
MA
03/21/2000 - 11/28/2007
CANACCORD ADAMS INC. (BOSTON MA)
NY
09/02/1997 - 02/01/2000
COMPREHENSIVE CAPITAL CORP. (GREAT NECK NY)
NY
11/06/1995 - 02/10/1999
MIDWEST DISCOUNT BROKERS INC. (NEW YORK NY)
FL
03/24/1994 - 11/07/1995
EMPIRE FINANCIAL GROUP, INC. (LONGWOOD FL)
BOTH
Issued 10/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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