Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Panchura is an active broker and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Stuart, Florida. Peter has been in the industry since 1985 and has experience with various clients including high-net-worth individuals, corporations, and pension plans. Peter also has experience with various investment products and strategies.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
09/19/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (STUART FL)
FL
04/01/1998 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (STUART FL)
FL
02/01/1993 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
SC
07/10/1992 - 02/06/1993
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
04/26/1988 - 11/19/1990
ROYAL FINANCIAL GROUP, INC.
NA
09/18/1987 - 02/10/1988
PAMCO SECURITIES AND INSURANCE SERVICES
NA
09/18/1986 - 09/23/1987
FOCUS SECURITIES, INC.
NA
10/07/1985 - 08/19/1986
SHEARSON LEHMAN BROTHERS INC.
NA
11/25/1983 - 11/01/1985
NEL EQUITY SERVICES CORPORATION
IA
Issued 6/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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