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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 Higgins is a financial advisor at Fidelity Personal and Workplace Advisors. Peter has over 25 years of experience in the financial industry. Peter is licensed to provide investment advice in Massachusetts and Texas. Peter provides financial planning, educational seminars, and portfolio management services. Peter also assists with the selection of other advisors.
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.
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2
MA
03/12/2021 - Present
Fidelity Personal AND Workplace Advisors (WESTWOOD MA)
MA
09/30/2019 - 01/15/2020
CITIZENS SECURITIES, INC. (QUINCY MA)
MA
01/15/2014 - 09/24/2019
FORESIDE FUND SERVICES, LLC (BOSTON MA)
MA
12/02/2011 - 09/25/2013
STATE STREET GLOBAL MARKETS, LLC (BOSTON MA)
MA
11/05/2004 - 12/02/2011
PULSE TRADING, INC. (BOSTON MA)
CT
01/12/2004 - 11/11/2004
SCHWAB CAPITAL MARKETS L.P. (STAMFORD CT)
CT
08/08/2002 - 01/12/2004
SOUNDVIEW TECHNOLOGY CORPORATION (OLD GREENWICH CT)
CA
05/24/2000 - 04/05/2001
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
NY
07/17/1996 - 05/11/2000
BEAR, STEARNS & CO. INC. (NEW YORK NY)
MA
09/21/1990 - 09/08/1993
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
09/21/1990 - 09/08/1993
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 10/22/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2006
Series 24 - General Securities Principal Examination
BC
Issued 09/28/2005
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/16/1996
Series 7 - General Securities Representative Examination
BC
Issued 09/20/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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