Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Byrne is a financial advisor with Hightower Advisors, LLC. Peter has been in the industry since 2002 and is registered with the state of Illinois and New York. Peter has experience with firms such as Merrill Lynch and Dresdner Kleinwort Securities LLC. In addition to financial planning, Peter also offers portfolio management for 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.
Guidance on pension options to ensure a secure financial future.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
NY
03/18/2021 - Present
Hightower Advisors, LLC (New York NY)
WI
06/18/2008 - 01/13/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EAU CLAIRE WI)
NY
03/12/2007 - 03/27/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/17/2006 - 02/13/2007
DRESDNER KLEINWORT SECURITIES LLC (NEW YORK NY)
NY
09/14/2004 - 04/28/2006
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
06/05/2002 - 09/01/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 07/09/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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