Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Jon Worth is a financial advisor with over 30 years of experience in the industry. Peter is currently registered with M Holdings Securities, Inc. and has previously worked with several other firms, including NFP Securities, Inc., First Allied Securities, Inc., Ogilvie Security Advisors Corporation, and American Benefits & Compensation Securities Corp. Peter is a registered principal and holds a Series 6, Series 26, and Series 63 license, along with a SIE. Peter specializes in providing financial advice to individuals, businesses, and pension plans.
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.
1
2
FL
12/02/2013 - Present
M Holdings Securities, Inc. (WEST PALM BEACH FL)
NY
03/22/2013 - 12/05/2013
NFP SECURITIES, INC. (NEW YORK NY)
NY
10/24/2012 - 03/27/2013
FIRST ALLIED SECURITIES, INC. (NEW YORK NY)
NY
06/16/2006 - 10/24/2012
OGILVIE SECURITY ADVISORS CORPORATION (NEW YORK NY)
NY
12/20/1994 - 06/05/2006
AMERICAN BENEFITS & COMPENSATION SECURITIES CORP (NEW YORK NY)
VT
01/21/1993 - 06/01/2000
BRIDGMAN-BOURGER SECURITIES CORP. (HINESBURG VT)
BC
Issued 01/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Peter Worth is the right advisor for you? Invested Better is here to help.
