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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 Nielsen Losty is a financial advisor with D.a. Davidson & Co. located in New York, New York. Peter Nielsen Losty is registered with the state of New York and 10 other states. Peter Nielsen Losty has been in the industry since 2013. Peter Nielsen Losty has passed the Series 63, SIE, Series 79 and Series 7 exams. Peter Nielsen Losty's previous employer was MUFSON HOWE HUNTER & PARTNERS LLC. D.a. Davidson & Co. is a firm with assets under management of $36,175,333,459. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
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2
NY
05/23/2016 - Present
D.a. Davidson & Co. (NEW YORK NY)
PA
06/06/2013 - 05/06/2016
MUFSON HOWE HUNTER & PARTNERS LLC (PHILADELPHIA PA)
BC
Issued 06/06/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2016
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 06/05/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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