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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Jay Kirschenbaum is an investment advisor representative with Bradley Foster & Sargent Inc. in Hartford, Connecticut. Peter has been in the industry since 1992 and is registered with the states of Connecticut, Florida, Massachusetts and Rhode Island. Peter has a broad range of experience in financial planning, portfolio management for individuals, businesses, investment companies and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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CT
01/01/2025 - Present
Bradley Foster & Sargent Inc. (HARTFORD CT)
RI
05/26/1999 - 07/17/2000
CITIZENS FINANCIAL SERVICES INC. (JOHNSTON RI)
MA
01/02/1997 - 05/18/1998
FIS SECURITIES, INC. (BOSTON MA)
IN
09/28/1994 - 12/31/1996
MDS SECURITIES INCORPORATED (CARMEL IN)
NJ
09/21/1992 - 09/21/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 02/01/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/09/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/17/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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