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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Agnew is a financial advisor with over 30 years of experience in the industry. Peter has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2010 and has worked with several other firms in the past including Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Legg Mason Wood Walker, Incorporated. Peter has a broad range of experience in the industry and holds various licenses including Series 7, Series 63, and Series 65. Peter specializes in working with high-net-worth individuals, corporations, and institutional clients. Peter has experience in providing a variety of financial advisory services, including portfolio management, financial planning, and pension consulting.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
VA
06/04/2010 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (VIENNA VA)
VA
06/01/2009 - 06/23/2010
MORGAN STANLEY SMITH BARNEY (MCLEAN VA)
VA
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MCLEAN VA)
MD
11/03/1987 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
10/30/1987 - 11/04/1987
LEGG MASON MASTEN INC.
NA
04/23/1985 - 10/31/1987
LEGG MASON WOOD WALKER, INCORPORATED
IA
Issued 06/07/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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