Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Martin Fierro is a financial advisor with over 30 years of experience in the industry. Peter is currently registered with Stifel, Nicolaus & Company, Inc. and has previously held positions with firms such as JANNEY MONTGOMERY SCOTT LLC, PRUDENTIAL SECURITIES INCORPORATED, SMITH BARNEY INC., LEHMAN BROTHERS INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and ALEX. BROWN & SONS INCORPORATED. Peter specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and pooled investment vehicles.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
02/25/2023 - Present
Stifel, Nicolaus & Company, Inc. (GARDEN CITY NY)
NY
01/16/2003 - 02/28/2023
JANNEY MONTGOMERY SCOTT LLC (GARDEN CITY NY)
NY
12/05/1994 - 01/10/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 12/08/1994
SMITH BARNEY INC. (NEW YORK NY)
NY
10/21/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
05/17/1989 - 10/16/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NY
09/22/1983 - 10/16/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
03/30/1988 - 05/13/1989
ALEX. BROWN & SONS INCORPORATED
NA
12/05/1981 - 06/03/1982
MERRILL LYNCH FUNDS DISTRIBUTOR, INC.
BC
Issued 04/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1990
Series 3 - National Commodity Futures Examination
BC
Issued 10/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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