Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Purcell is a financial advisor with over 25 years of experience in the industry. Peter is registered with Tiaa-cref Individual & Institutional Services, LLC and is based in Hamden, Connecticut. Peter has also worked with ING Financial Advisors, LLC in the past.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CT
02/14/2007 - Present
Tiaa-Cref Individual & Institutional Services, LLC (HAMDEN CT)
CT
10/31/1995 - 12/01/2006
ING FINANCIAL ADVISERS, LLC (GLASTONBURY CT)
IA
Issued 12/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/18/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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