Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Courtemanche is an investment advisor representative with Raymond James Financial Services Advisors, Inc. Peter has over 15 years of experience in the financial services industry. Peter holds a Series 66, Series 7, Series 9, Series 10, and Series 24 licenses. Peter is registered with the state of Idaho and 52 other states. Peter previously worked at Fidelity Brokerage Services LLC and D.A. Davidson & Co. Peter's specializations include: portfolio management for businesses, portfolio management for individuals, selection of other advisors, financial planning, educational seminars, and pension consulting. In addition to his work as an investment advisor, Peter is also a real estate investor and owns Petes Tees, a company that sells silk screen t-shirts.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
ID
02/01/2024 - Present
Raymond James Financial Services Advisors, Inc. (Meridian ID)
ID
12/07/2012 - 01/23/2024
FIDELITY BROKERAGE SERVICES LLC (BOISE ID)
ID
04/27/2010 - 10/23/2012
D.A. DAVIDSON & CO. (BOISE ID)
ID
06/01/2009 - 05/19/2010
MORGAN STANLEY SMITH BARNEY (BOISE ID)
ID
10/08/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOISE ID)
BOTH
Issued 11/10/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/15/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/19/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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