Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter L. Graham is a financial advisor with LPL Financial LLC. He is based in Middletown, New Jersey. Peter has been working in the financial services industry for over 28 years. He is licensed to provide securities and investment advisory services in 31 states. Peter holds FINRA Series 6, 7, 24, and 63 licenses. In addition to his work with LPL Financial LLC, Peter is also a CPA and has a background in auditing, taxes, and financial planning.
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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NJ
04/06/2009 - Present
LPL Financial LLC (MIDDLETOWN NJ)
NJ
11/23/1994 - 10/02/1995
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
BC
Issued 10/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/22/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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