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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 Loomis Lovley is a financial advisor with Eagle Strategies LLC, a firm that provides financial services and products. Peter has been in the financial services industry since 1999. Peter provides financial planning and portfolio management services to individuals and families.
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.
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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FL
11/30/2015 - Present
Eagle Strategies LLC (ESTERO FL)
MD
06/09/2011 - 10/24/2014
HORNOR, TOWNSEND & KENT, INC. (HUNT VALLEY MD)
MD
05/14/2010 - 06/08/2011
SUNSET FINANCIAL SERVICES, INC. (TIMONIUM MD)
MD
06/26/2009 - 04/07/2010
SECURIAN FINANCIAL SERVICES, INC. (TIMONIUM MD)
MD
01/30/2003 - 06/10/2009
EQUITY SERVICES, INC. (HUNT VALLEY MD)
NY
12/05/2001 - 01/24/2003
NYLIFE SECURITIES INC. (NEW YORK NY)
NJ
04/03/2000 - 10/09/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MA
06/29/1998 - 03/14/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 12/23/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 8/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/13/2001
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/31/2000
Series 7 - General Securities Representative Examination
BC
Issued 6/27/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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