Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Thorbahn is a financial advisor with Moors & Cabot, Inc. based in Boston, MA. Peter has been in the industry since December 4, 1984. Prior to joining Moors & Cabot, Inc., Peter was employed by Wells Fargo Advisors, LLC. Peter specializes in various investment-related services such as financial planning, pension consulting, and selection of other advisors.
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.
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.
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2
MA
05/08/2012 - Present
Moors & Cabot, Inc. (BOSTON MA)
MA
01/01/2008 - 05/04/2012
WELLS FARGO ADVISORS, LLC (NORWELL MA)
MA
08/28/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (NORWELL MA)
MA
03/22/1993 - 09/07/2006
ROYAL ALLIANCE ASSOCIATES, INC. (WEST NEWTON MA)
SC
07/05/1990 - 03/26/1993
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
02/21/1989 - 07/02/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MN
10/21/1987 - 03/04/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
NJ
12/03/1984 - 11/17/1987
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 03/16/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
BC
Issued 11/29/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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