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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 Young is a financial advisor with Fidelity Personal And Workplace Advisors. Peter is licensed in 53 states and Washington D.C. for both Broker-Dealer and Investment Advisor activities. Peter also holds Series 7 and Series 63 licenses. Peter has over 30 years of experience in the financial services industry, having worked for a number of firms, including Loop Capital Markets LLC, UMB Financial Services, Inc., Hilltop Securities Inc., and Oppenheimer & Co. Inc. Peter’s specialties include financial planning, portfolio management for individuals and businesses, and educational seminars.
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
CA
08/07/2024 - Present
Fidelity Personal AND Workplace Advisors (SAN FRANCISCO CA)
CA
01/05/2021 - 03/28/2023
LOOP CAPITAL MARKETS LLC (SAN FRANCISCO CA)
MO
06/05/2019 - 07/23/2020
UMB FINANCIAL SERVICES, INC. (KANSAS CITY MO)
CA
04/25/2012 - 08/29/2018
HILLTOP SECURITIES INC. (SAN FRANCISCO CA)
CA
01/16/2009 - 03/26/2012
OPPENHEIMER & CO. INC. (SAN FRANCISCO CA)
CA
02/20/2007 - 09/09/2008
COUNTRYWIDE SECURITIES CORPORATION (CALABASAS CA)
CA
07/29/2005 - 03/05/2007
BEAR, STEARNS & CO. INC. (SAN FRANCISCO CA)
CT
01/31/2002 - 08/15/2005
ADVEST, INC. (HARTFORD CT)
NY
04/04/1997 - 02/19/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
CA
08/09/1995 - 03/13/1997
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
NJ
01/28/1995 - 08/22/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
08/22/1989 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 08/05/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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