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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 Haack is a financial advisor with Morgan Stanley, a leading global financial services firm. Peter has over 29 years of experience in the industry. Peter is registered with both the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Peter holds a number of licenses and certifications, including the Series 7, Series 24, Series 27, Series 31, Series 39, Series 53, and Series 66 exams. Peter is also a Certified Financial Planner. Prior to joining Morgan Stanley, Peter was a financial advisor with CITIGROUP GLOBAL MARKETS INC., SECURITIES AMERICA, INC., and MARC J. LANE & COMPANY.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
09/12/2016 - Present
Morgan Stanley (Estero FL)
IL
09/15/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DEERFIELD IL)
NA
01/27/1993 - 07/19/1994
SECURITIES AMERICA, INC.
NA
05/16/1985 - 02/05/1991
MARC J. LANE & COMPANY
BOTH
Issued 09/25/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/1987
Series 4 - Registered Options Principal Examination
BC
Issued 08/20/1987
Series 27 - Financial and Operations Principal Examination
BC
Issued 04/02/1987
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/12/1987
Series 24 - General Securities Principal Examination
BC
Issued 08/01/1984
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 09/14/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/12/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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