Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Bednarek is a financial advisor who has been in the industry since October 1997. Peter is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been registered with them since October 2018. Prior to this, Peter was registered with SEI INVESTMENTS DISTRIBUTION CO. from October 1997 until October 2005. Peter is registered in the states of Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Idaho, Indiana, Louisiana, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Texas, Vermont, and Virginia. Peter has passed the Series 7TO, Series 6, Series 7, and Series 65 exams.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
03/25/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DOYLESTOWN PA)
PA
10/21/1997 - 10/31/2005
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
BC
Issued 01/28/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/09/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/20/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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