Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Mureddu is a financial advisor with over 30 years of experience in the industry. Peter has worked at TIAA-CREF Individual & Institutional Services, LLC since 2012 and has previously held positions at CCO Investment Services Corp., Quick & Reilly, Inc., FIS Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, First Investors Corporation, MetLife Securities Inc., and Metropolitan Life Insurance Company. Peter holds several licenses and certifications including Series 6, 7, 24, 26, 63, and 65. Peter is a registered investment advisor in the states of California, Connecticut, Florida, Massachusetts, Montana, New Hampshire, New Mexico, New York, North Carolina, Ohio, Oregon, and Rhode Island. Peter's specializations include financial planning, portfolio management for individuals, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
RI
11/13/2012 - Present
Tiaa-Cref Individual & Institutional Services, LLC (PROVIDENCE RI)
RI
10/16/2003 - 09/17/2012
CCO INVESTMENT SERVICES CORP. (JOHNSTON RI)
NY
09/25/2000 - 10/09/2003
QUICK & REILLY, INC. (NEW YORK NY)
MA
08/21/1996 - 09/25/2000
FIS SECURITIES, INC. (BOSTON MA)
NY
08/13/1993 - 08/28/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
01/20/1993 - 06/03/1993
FIRST INVESTORS CORPORATION (EDISON NJ)
MA
08/07/1992 - 01/13/1993
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/07/1992 - 01/13/1993
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 10/15/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2003
Series 24 - General Securities Principal Examination
BC
Issued 03/30/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1993
Series 7 - General Securities Representative Examination
BC
Issued 08/05/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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