Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Lopes Borges is a financial advisor with over 15 years of experience in the financial services industry. Peter is currently registered with Edgeline Capital, LLC. Peter has held previous roles with Lightpath Capital, Inc, Regent Capital Group, Inc. and DAV/Wetherly Financial, L.P. Peter is licensed to offer securities in California, Louisiana, New York and Texas.
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.
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.
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CA
10/05/2020 - Present
Edgeline Capital, LLC (LOS ANGELES CA)
TX
06/02/2014 - 12/31/2021
LIGHTPATH CAPITAL, INC (SOUTHLAKE TX)
CA
04/05/2012 - 06/11/2012
REGENT CAPITAL GROUP, INC. (WESTLAKE VILLAGE CA)
CA
05/12/2003 - 01/26/2010
DAV/WETHERLY FINANCIAL, L.P. (LOS ANGELES CA)
BC
Issued 04/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2003
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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