Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter John Bourbeau is a financial professional with over 30 years of experience in the industry. Peter is currently registered with Franklin Distributors, LLC, where has been employed since December 1, 2005. Previously, Peter worked for Citigroup Global Markets Inc. and Lehman Brothers Inc.. Peter holds a Series 7 and Series 63 licenses as well as the SIE exam. Peter is registered in all 50 states and the District of Columbia.
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.
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.
1
2
NY
12/01/2005 - Present
Franklin Distributors, LLC (NEW YORK NY)
NY
07/31/1993 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/20/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 04/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Peter Bourbeau is the right advisor for you? Invested Better is here to help.
