Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Richard Hall is a financial advisor currently registered with Cambridge Investment Research Advisors, Inc.. Hall has over 25 years of experience in the financial industry, having previously worked with MONY Securities Corporation and Trusted Securities Advisors Corp.. Hall holds multiple licenses including Series 6, 7, 63, and 66. Hall is also a Certified Public Accountant (CPA) and has been a partner in Hall CPA Group since 2014. Hall provides financial advisory services to a wide range of clients, including individuals, businesses, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NY
06/17/2021 - Present
Cambridge Investment Research Advisors, Inc. (KINGS PARK NY)
NY
12/02/2003 - 12/10/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
08/23/1995 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
BOTH
Issued 07/14/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/25/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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