Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Lucas Forman is a financial advisor registered with Fidelity Personal and Workplace Advisors. Peter has been working in the financial services industry since July 2020. Peter has a Series 7, Series 63, Series 9 and Series 10 license. Peter holds a Series 65 license and is registered as an investment advisor in New Jersey and Texas. The advisor is registered to provide investment advisory services in the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Peter is a registered representative of Fidelity Personal and Workplace Advisors in several states and provides financial planning services for both individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
06/09/2021 - Present
Fidelity Personal AND Workplace Advisors (MANASQUAN NJ)
NJ
07/31/2020 - 04/28/2021
EQUITABLE ADVISORS, LLC (WALL NJ)
IA
Issued 02/13/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/28/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/31/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/19/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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