Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Laurence Mahoney is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. Mahoney has been working in the securities industry since 1992 and has experience in various investment services. Fidelity Personal and Workplace Advisors is a large firm that provides financial planning, portfolio management, and educational seminars. The firm manages over $800 billion in assets for individuals, businesses, and pension plans.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MA
03/31/2006 - 10/25/2007
FIDELITY DISTRIBUTORS CORPORATION (BOSTON MA)
MA
01/02/1996 - 03/20/1996
FIS SECURITIES, INC. (BOSTON MA)
ME
08/14/1995 - 12/31/1995
440 FINANCIAL DISTRIBUTORS, INC. (PORTLAND ME)
NY
03/06/1995 - 08/18/1995
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NY
06/10/1992 - 03/07/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
RI
03/10/1992 - 04/07/1992
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 04/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/22/2003
Series 24 - General Securities Principal Examination
BC
Issued 12/03/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1992
Series 7 - General Securities Representative Examination
BC
Issued 03/09/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Peter Mahoney is the right advisor for you? Invested Better is here to help.
