Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Michael Cote is a financial advisor with LPL Financial LLC. Peter is a registered representative and investment advisor representative in Connecticut, Massachusetts, New Mexico, and Texas. Peter has been in the financial services industry since September 3, 1990. Peter has a wide range of experience and holds various certifications, including the Series 6, 7, 24, 26, 63, and 65 licenses. He is also a Certified Financial Planner. Peter's specializations include financial planning, portfolio management for businesses and individuals, pension consulting, and providing educational seminars. Prior to joining LPL Financial LLC, Peter was with Cetera Advisor Networks LLC, Tower Square Securities, Inc. and VeraVest Investments, Inc.
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.
Consulting and other non-discretionary advisory services
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
MA
10/16/2017 - Present
LPL Financial LLC (SPRINGFIELD MA)
CT
09/03/2013 - 10/27/2017
CETERA ADVISOR NETWORKS LLC (GLASTONBURY CT)
CT
11/14/2003 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (VERNON CT)
MA
09/04/1990 - 11/21/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 12/01/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/1995
Series 24 - General Securities Principal Examination
BC
Issued 08/27/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1993
Series 7 - General Securities Representative Examination
BC
Issued 08/31/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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