Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Anthony Levinson is an active financial advisor with over 30 years of experience in the industry. Peter Levinson currently works at Merrill Lynch, Pierce, Fenner & Smith Incorporated and has also previously held roles with UBS Financial Services Inc., J.C. Bradford & Co., Wheat, First Securities, Inc., Interstate/Johnson Lane Corporation, and Johnson, Lane, Space, Smith & Co., Inc. Peter Anthony Levinson is a registered investment advisor in North Carolina and Texas. Peter Anthony Levinson holds several licenses and certifications including Series 63, Series 65, Series 7, and Series 22. Peter Levinson's firm, Merrill Lynch, Pierce, Fenner & Smith Incorporated, manages over $1 trillion in assets and provides a wide range of services to individuals, businesses, and institutions.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NC
02/15/2008 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHARLOTTE NC)
NC
08/14/2000 - 02/22/2008
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
NY
03/13/1998 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NC
08/20/1990 - 04/03/1998
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NC
10/14/1988 - 08/24/1990
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
NA
09/15/1987 - 10/14/1988
JOHNSON, LANE, SPACE, SMITH & CO., INC.
NA
02/24/1987 - 09/18/1987
ARUNDEL SECURITIES, INC.
IA
Issued 6/15/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/25/1987
Series 7 - General Securities Representative Examination
BC
Issued 2/20/1987
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Peter Levinson is the right advisor for you? Invested Better is here to help.
Copyright 2024 Invested Better
Invested Better, LLC ("Invested Better") provides a matching service whereby users are connected with third-party financial advisors ("Advisors") who are registered and licensed as financial advisors in the United States and have elected to participate in our matching platform. Information provided by users through our online questionnaire facilitates the determination of suitable Advisor matches. Invested Better receives a set cost per lead compensation from Advisors in exchange for this referral service.
Please be advised that Invested Better does not evaluate the ongoing performance of any Advisor, nor does it participate in the management of user accounts or provide advice regarding specific investments. We do not manage client funds or hold assets in custody. Our role is solely to facilitate connections between users and potentially suitable financial advisors. All investing involves inherent risks, including the potential loss of principal. There is no guarantee that working with an advisor will result in positive returns. Potential downsides include the payment of fees, which can reduce overall returns. The existence of a fiduciary duty does not preclude the potential for conflicts of interest.
Invested Better maintains a directory of all actively registered financial advisors and firms based on the public filings with FINRA and SEC. Advisors and firms may verify their identity to claim and take control to update and edit their profile information. Invested Better does not guarantee the accuracy of any information updated by advisors or firms on their profile.
