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 Williams is a financial advisor with over 40 years of experience in the financial industry. Peter is currently registered with M Holdings Securities, Inc. and has been with the firm since June 2001. Prior to that, Peter held positions with several other firms including Mutual Service Corporation and Royal Alliance Associates, Inc. Peter specializes in working with individuals and businesses. Peter also holds the Series 7, Series 24, and Series 63 licenses.
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
FL
06/14/2001 - Present
M Holdings Securities, Inc. (ORLANDO FL)
MA
01/05/1994 - 06/15/2001
MUTUAL SERVICE CORPORATION (BOSTON MA)
AZ
11/19/1989 - 01/05/1994
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
08/04/1989 - 05/07/1990
PAMCO SECURITIES AND INSURANCE SERVICES
NA
05/03/1985 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
10/29/1979 - 02/16/1984
CAPITAL ANALYSTS, INCORPORATED
BC
Issued 09/16/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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