Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Cunningham is a financial advisor with over 20 years of experience in the financial services industry. Peter has a strong track record of helping individuals and families achieve their financial goals. Peter is currently registered with LPL Financial LLC and has previously held positions with BANC OF AMERICA INVESTMENT SERVICES, INC. and CITIGROUP GLOBAL MARKETS INC. Peter holds Series 7, Series 63, Series 65, and SIE licenses. Peter is committed to providing personalized financial advice and guidance to help clients make informed decisions about their finances.
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.
Consulting and other non-discretionary advisory services
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.
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2
NV
01/18/2022 - Present
LPL Financial LLC (LAS VEGAS NV)
CA
02/07/2005 - 06/03/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (LOS ANGELES CA)
NY
03/21/2002 - 02/16/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 04/29/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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