Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Osborne Frisch is an investment advisor with Steward Partners Investment Advisory, LLC. Peter has been in the industry since 1994 and has a broad range of experience, including working with Wells Fargo Clearing Services, LLC and Prudential Securities Incorporated. Peter is registered with the state of Massachusetts and several others. Steward Partners Investment Advisory, LLC is a registered investment advisor that provides a wide range of financial planning and investment management services to individuals, families, and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
MA
06/02/2017 - Present
Steward Partners Investment Advisory, LLC (BOSTON MA)
MA
04/27/2017 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (BOSTON MA)
MA
07/01/2003 - 04/28/2017
WELLS FARGO CLEARING SERVICES, LLC (BOSTON MA)
NY
08/31/1994 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 09/09/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2002
Series 3 - National Commodity Futures Examination
BC
Issued 08/30/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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