Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Cahill is a financial advisor with over 20 years of experience in the industry. Peter has held positions with a number of firms, including A.G. Edwards & Sons, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Charles Schwab & Co., Inc. Peter is currently an advisor at Trust Advisory Group Ltd., a firm based in Birmingham, Alabama. Peter offers a variety of financial planning services, including portfolio management for businesses and individuals, and pension consulting.
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.
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
AL
06/01/2012 - Present
Trust Advisory Group Ltd. (BIRMINGHAM AL)
CT
04/12/2010 - 05/30/2012
FINANCIAL NETWORK INVESTMENT CORPORATION (STAMFORD CT)
CT
04/07/2005 - 07/21/2008
CHARLES SCHWAB & CO., INC. (FAIRFIELD CT)
FL
01/20/2004 - 09/24/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MO
04/12/2002 - 01/26/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
11/06/1997 - 03/16/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CT
07/11/1997 - 09/02/1997
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IA
Issued 12/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/10/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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