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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 Mc donlad Oliphant is an investment advisor representative at Fidelity Personal And Workplace Advisors. Peter has been in the financial services industry for over 19 years and has experience with a variety of firms including Columbia Management Investment Distributors, Inc., Nationwide Investment Services Corporation, and First Trust Portfolios L.P. Peter is registered with the state of Washington and Texas. Peter is also registered with the Financial Industry Regulatory Authority (FINRA). Peter holds the Series 6, 7, 63, and 66 licenses as well as the SIE exam.
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
WA
08/15/2024 - Present
Fidelity Personal AND Workplace Advisors (SEATTLE WA)
MA
01/14/2020 - 01/07/2024
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
OH
12/09/2016 - 01/14/2020
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
IL
04/03/2014 - 05/04/2016
FIRST TRUST PORTFOLIOS L.P. (WHEATON IL)
TX
06/01/2010 - 04/02/2014
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
TX
05/03/2004 - 06/01/2010
VAN KAMPEN FUNDS INC. (HOUSTON TX)
IL
12/16/2003 - 04/20/2004
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BOTH
Issued 08/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/15/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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