Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Preu is a financial professional with over 30 years of experience in the financial services industry. Peter is currently registered with Pacific Select Distributors, LLC and holds licenses for both securities and investment advisory services. He has a broad range of experience in the industry, having previously worked with UBS Financial Services Inc., The Leaders Group, Inc., UBS PaineWebber Inc., EquiCo Securities, Inc., and The Equitable Life Assurance Society of the United States.
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.
1
2
CA
06/08/2010 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
NJ
10/05/2004 - 03/19/2010
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
CO
02/28/2003 - 10/06/2004
THE LEADERS GROUP, INC. (LITTLETON CO)
NJ
08/06/1992 - 12/20/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
01/22/1985 - 02/13/1990
EQUICO SECURITIES, INC. (NEW YORK NY)
NA
01/22/1985 - 02/13/1990
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
IA
Issued 07/27/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1992
Series 7 - General Securities Representative Examination
BC
Issued 01/21/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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