Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Joseph Curtin is a financial advisor with HSBC Securities (USA) Inc., and has been in the industry since 1998. Peter holds licenses and certifications in numerous states. Peter is registered in 45 states and 9 states for investment advisor services. Peter is an active member of the financial industry. In addition to his work with HSBC Securities (USA) Inc., Peter is also a Bank Officer for HSBC Bank (USA) N.A., and engages in the sale of bank related products and services.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
10/11/2018 - Present
Hsbc Securities (usa) Inc. (NEW YORK NY)
GA
05/28/2007 - 07/24/2007
PFS INVESTMENTS INC. (DULUTH GA)
GA
11/21/1994 - 07/02/2003
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 10/11/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/25/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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