Unclaimed
Peter Marsters Wright is an active investment advisor representative with Equitable Advisors, LLC, a firm registered with the Securities and Exchange Commission (SEC). Peter has been in the industry since September 10, 2001. Peter is registered in 12 states and holds several licenses, including Series 6, 7, 24, 63, and 65. Peter specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. In addition to their work with Equitable Advisors, LLC, Peter is involved in several other businesses and organizations.
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.
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.
1
2
NY
05/18/2021 - Present
Equitable Advisors, LLC (MELVILLE NY)
NY
03/14/2007 - 06/24/2008
MADISON AVENUE SECURITIES, INC. (MELVILLE NY)
NY
09/11/2001 - 03/26/2007
PARK AVENUE SECURITIES LLC (GARDEN CITY NY)
IA
Issued 02/03/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/10/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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