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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 Louis Leibowitz is a financial advisor with UBS Financial Services Inc. Peter has been in the financial services industry since August 19, 1995. Peter has a wide range of experience and expertise in the industry. Peter has offices in New York, NY and Weehawken, NJ. Peter has passed the Series 3, Series 4, Series 7, Series 55, Series 57TO, and Series 63 exams. Peter is currently registered in all 50 states and the District of Columbia as a broker and an investment advisor representative. Peter has a broad range of experience in working with a variety of clients, including individuals, corporations, and institutions. Peter has a strong commitment to providing clients with personalized financial advice and services to help them achieve their financial goals.
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.
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.
See schedule d - miscellaneous
1
2
NY
06/07/2016 - Present
UBS Financial Services Inc. (New York NY)
NY
07/31/1998 - 04/03/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/11/1996 - 08/10/1998
CITICORP SECURITIES, INC. (NEW YORK NY)
PA
03/15/1995 - 07/22/1996
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NY
05/05/1993 - 07/12/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 05/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/1999
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/01/1999
Series 3 - National Commodity Futures Examination
BC
Issued 05/04/1993
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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