Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Phillip Morse is a financial professional with over 8 years of experience in the securities industry. Peter currently holds a registration with American Fidelity Securities, Inc. Peter has held prior registrations with Mutual of Omaha Investor Services, Inc. and NYLIFE Securities LLC. Peter has passed the Series 6 and Series 63 exams, as well as the Securities Industry Essentials (SIE) Examination.
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.
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.
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2
OK
09/23/2014 - Present
American Fidelity Securities, Inc. (OKLAHOMA CITY OK)
CA
01/18/2013 - 08/29/2014
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (LOS ANGELES CA)
CA
01/17/2011 - 06/23/2011
NYLIFE SECURITIES LLC (LOS ANGELES CA)
BC
Issued 01/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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