Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Dee is a financial advisor with over 15 years of experience in the financial services industry. Peter is registered with Herbert J. Sims Capital Management, Inc. and holds licenses in 25 states. Previously, Peter worked at Sanford C. Bernstein & Co., LLC. Peter is dedicated to providing comprehensive financial planning and investment management services to individuals, families, and businesses. Peter is committed to helping clients achieve their financial goals.
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.
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.
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CT
01/09/2008 - Present
Herbert J. Sims Capital Management, Inc. (FAIRFIELD CT)
NY
07/11/2007 - 12/04/2007
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
BC
Issued 09/14/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/29/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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