Unclaimed
Peter Chandler is a financial advisor at Fisher Investments. Peter has been in the financial services industry for over 20 years. Peter is licensed to provide investment advice in New Jersey and Texas. Peter is also a Certified Financial Planner. Peter has experience working with various clients, including high-net-worth individuals, corporations, and charitable organizations. Prior to joining Fisher Investments, Peter worked at CION Securities, LLC in New York, NY and Sun Life Financial Distributors, Inc. in Wellesley Hills, MA.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NJ
09/15/2023 - Present
Fisher Investments (MADISON NJ)
NY
08/14/2012 - 08/17/2021
CION SECURITIES, LLC (NEW YORK NY)
MA
04/21/2005 - 12/31/2011
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
CT
06/24/2002 - 03/17/2005
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
BC
Issued 07/03/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/21/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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