Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter R. Formidoni is a financial advisor with UBS Asset Management (us) Inc. based in New York, NY. Peter has been working in the financial industry since August 8, 2006. Peter is registered with FINRA and holds Series 7, Series 24, and Series 66 licenses. Formidoni is registered in Delaware, District of Columbia, Maryland, New Jersey, North Carolina, Pennsylvania, South Carolina, and Virginia.
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
NY
11/24/2010 - Present
UBS Asset Management (us) Inc. (NEW YORK NY)
NY
12/12/2007 - 02/12/2009
LAZARD ASSET MANAGEMENT SECURITIES LLC (NEW YORK NY)
NJ
10/28/2004 - 12/17/2007
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 03/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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