Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Robert Kaloustian is a financial advisor with over 30 years of experience in the industry. Peter is registered with LPL Financial LLC and holds Series 7, 9, 10, 24, 55, 63, and 65 licenses. Peter has been a registered representative at LPL Financial LLC since 2019. Peter has previously been registered with a number of firms, including CETERA INVESTMENT SERVICES LLC, INVEST FINANCIAL CORPORATION, QUICK & REILLY, INC., M. H. MEYERSON & CO., INC., SOUTH RICHMOND SECURITIES, INC., INDIVIDUAL'S SECURITIES LTD., and F.D. ROBERTS SECURITIES, INC.
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.
Consulting and other non-discretionary advisory services
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
NJ
08/03/2021 - Present
LPL Financial LLC (BAYVILLE NJ)
NJ
10/11/2019 - 10/11/2019
CETERA INVESTMENT SERVICES LLC (KENILWORTH NJ)
NJ
12/02/2003 - 07/01/2008
INVEST FINANCIAL CORPORATION (KENILWORTH NJ)
NY
08/23/2002 - 12/12/2003
QUICK & REILLY, INC. (NEW YORK NY)
NJ
06/18/1991 - 08/16/2002
M. H. MEYERSON & CO., INC. (JERSEY CITY NJ)
NA
10/03/1988 - 07/01/1991
SOUTH RICHMOND SECURITIES, INC.
NA
07/29/1988 - 10/06/1988
INDIVIDUAL'S SECURITIES LTD.
NA
07/19/1988 - 08/03/1988
F.D. ROBERTS SECURITIES, INC.
IA
Issued 03/31/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/12/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/18/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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