Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Lorson is a registered representative with Bernstein Institutional Services LLC. Peter has been in the financial services industry for over 27 years. Peter has a Series 7, Series 24, Series 27 and a Series 99TO. Peter has worked for a number of firms during his career, including DINOSAUR FINANCIAL GROUP, L.L.C, WALL STREET ACCESS, RJL CAPITAL GROUP, LLC, WSA FIXED INCOME, LLC, FOX-PITT KELTON COCHRAN CARONIA WALLER (USA) LLC, G-TRADE SERVICES LLC, BANC OF AMERICA INVESTMENT SERVICES, INC., QUICK & REILLY, INC., INTERCAPITAL INTERNATIONAL INC., INTERCAPITAL GOVERNMENT SECURITIES INC., and EXCO RMJ INTERNATIONAL INC. Bernstein Institutional Services LLC is a well-established firm with a strong reputation in the industry. Peter's experience and expertise make him a valuable resource for clients seeking financial advice.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
NY
06/05/2024 - Present
Bernstein Institutional Services LLC (NEW YORK NY)
NY
01/05/2023 - 01/18/2024
DINOSAUR FINANCIAL GROUP, L.L.C (NEW YORK NY)
NY
05/02/2008 - 07/08/2022
WALL STREET ACCESS (NEW YORK NY)
NY
08/16/2017 - 08/29/2018
RJL CAPITAL GROUP, LLC (NEW YORK NY)
NY
07/09/2008 - 01/14/2013
WSA FIXED INCOME, LLC (NEW YORK NY)
NY
08/01/2007 - 03/27/2008
FOX-PITT KELTON COCHRAN CARONIA WALLER (USA) LLC (NEW YORK NY)
NY
02/13/2007 - 06/25/2007
G-TRADE SERVICES LLC (NEW YORK NY)
NC
10/20/2004 - 02/15/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NY
05/11/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
07/13/1998 - 06/06/2000
INTERCAPITAL INTERNATIONAL INC. (NEW YORK NY)
NY
12/01/1994 - 04/28/2000
INTERCAPITAL GOVERNMENT SECURITIES INC. (NEW YORK NY)
NA
12/01/1994 - 07/13/1998
EXCO RMJ INTERNATIONAL INC.
BC
Issued 03/12/2001
Series 24 - General Securities Principal Examination
BC
Issued 11/29/1994
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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