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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 Kurt Heger is a financial advisor with Janney Montgomery Scott LLC. Peter has been in the financial services industry since 1985. Janney Montgomery Scott LLC is a full-service investment firm that provides financial advice and services to individuals, families, businesses, and institutions. The firm's mission is to help clients achieve their financial goals through a variety of investment products and services.
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.
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.
Fee plus commission
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2
CT
03/14/2007 - Present
Janney Montgomery Scott LLC (GLASTONBURY CT)
CT
03/08/2006 - 02/22/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GLASTONBURY CT)
CT
06/15/2001 - 03/08/2006
ADVEST, INC. (HARTFORD CT)
CT
06/26/2000 - 06/19/2001
WEBSTER INVESTMENT SERVICES, INC. (KENSINGTON CT)
CT
06/30/1997 - 06/23/2000
MECHANICS INVESTMENT SERVICES, INC. (HARTFORD CT)
TX
12/12/1994 - 07/17/1997
U.S. CLEARING CORP. (DALLAS TX)
NY
04/30/1991 - 12/13/1994
BANCA IMI SECURITIES CORP. (NEW YORK NY)
NA
06/26/1989 - 04/30/1991
MABON, NUGENT & CO.
NY
03/19/1986 - 07/05/1989
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
03/14/1985 - 01/07/1986
FIRST INVESTORS CORPORATION
IA
Issued 02/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 03/13/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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