Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Justin Smith is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. Peter Smith has been in the securities industry since 2012. Peter Justin Smith is registered in 53 states and 2 territories as well as the District of Columbia. Peter Justin Smith is also an active member of the Investment Adviser Association (IA) and the Securities Industry and Financial Markets Association (SIFMA). Peter Justin Smith has a bachelor's degree in finance from the University of New Hampshire. Peter Justin Smith is a Series 7 and Series 66 licensed representative. Peter Justin Smith specializes in providing financial planning services, portfolio management services for individuals and businesses, and educational seminars.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BOTH
Issued 07/11/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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