Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Holmes is a financial advisor with over 30 years of experience in the industry. Peter holds Series 6, 7, 24, 26, and 63 licenses, and is a Certified Financial Planner and Chartered Financial Consultant. He has been with Park Avenue Securities LLC since 2015 and has also held positions with Citizens Securities, Inc., Guardian Investor Services, and Prudential Insurance Company of America. Peter focuses on providing financial planning, portfolio management, and educational seminars to high-net-worth individuals, corporations, and charitable organizations.
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.
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.
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NY
01/15/2025 - Present
Park Avenue Securities LLC (RYE BROOK NY)
MA
01/05/2022 - 01/03/2023
CITIZENS SECURITIES, INC. (WESTWOOD MA)
NY
03/31/2015 - 03/25/2019
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
10/27/2008 - 03/31/2015
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
PA
07/26/2004 - 09/30/2008
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
MA
07/24/2001 - 12/19/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
MA
11/22/1999 - 05/09/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
11/02/1999 - 11/22/1999
JOHN HANCOCK FUNDS, INC. (BOSTON MA)
MA
10/23/1997 - 09/08/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
NE
12/11/1995 - 08/22/1997
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
NJ
04/16/1990 - 02/08/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
04/16/1990 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 07/02/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2003
Series 24 - General Securities Principal Examination
BC
Issued 06/27/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/12/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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