Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Lynch is a financial advisor with over 22 years of experience in the financial services industry. Peter is currently registered with Cuso Financial Services, LP, and is licensed to provide financial advice in 14 states. Peter has a diverse background, having previously worked with BBVA Securities Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Peter holds Series 6, 7, 63, and 65 licenses, and the SIE exam. Peter specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, 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.
Guidance on pension options to ensure a secure financial future.
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.
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2
TX
12/22/2021 - Present
Cuso Financial Services, LP (Austin TX)
TX
05/16/2013 - 06/02/2021
BBVA SECURITIES INC. (AUSTIN TX)
TX
12/20/2012 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (AUSTIN TX)
NY
12/08/2000 - 06/29/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/27/1998 - 12/06/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CO
04/08/1997 - 01/07/1998
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
MI
06/17/1994 - 12/19/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 04/28/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/19/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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