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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Joseph Dupuis is a financial advisor with Fidelity Personal and Workplace Advisors. Peter has been in the financial industry since February 8, 1998. He is licensed in 52 states and has been with Fidelity Investments since December 2003. Peter holds a variety of licenses, including Series 6, 7, 9, 10, 24, 63, 65 and 66. He is also a Registered Investment Advisor. Peter provides a variety of financial services to individuals, businesses, and institutions. These services include financial planning, portfolio management, and investment advisory.
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.
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
NH
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (HOOKSETT NH)
RI
05/08/2002 - 11/12/2003
CITIZENS INVESTMENT SERVICES CORP. (JOHNSTON RI)
MN
11/20/2001 - 04/30/2002
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
VT
05/22/2000 - 11/13/2001
CHITTENDEN SECURITIES, INC. (BURLINGTON VT)
RI
10/16/1998 - 05/24/2000
CITIZENS FINANCIAL SERVICES INC. (JOHNSTON RI)
MA
01/28/1997 - 12/23/1997
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
BOTH
Issued 10/04/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/10/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/31/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/22/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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