Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Lang Stevens is a financial advisor who has been in the industry since 1998. Peter is currently registered with Commonwealth Financial Network and has been with the firm since October 2024. Prior to this, Peter was affiliated with Summit Brokerage Services, Inc. for eight years and Royal Alliance Associates, Inc. for eight years. Peter's specialties include portfolio management for individuals and businesses, financial planning and pension consulting. Peter is also licensed to sell fixed insurance products.
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.
1
2
FL
10/24/2024 - Present
Commonwealth Financial Network (Plantation FL)
FL
12/12/2011 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (FT LAUDERDALE FL)
FL
03/03/2003 - 12/15/2011
ROYAL ALLIANCE ASSOCIATES, INC. (FT. LAUDERDALE FL)
IN
06/16/1999 - 03/04/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/16/1999 - 03/04/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
07/24/1998 - 06/21/1999
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 10/05/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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