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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 Saab is an investment advisor representative at Stonex Advisors Inc. Peter has been in the industry since August 1991, and holds a wide range of licenses including Series 7, Series 63, Series 24, Series 4, and Series 53. Peter has been with Stonex Advisors since March 2017. Peter specializes in Financial Planning, Pension Consulting, and Educational Seminars. Peter is registered with the State of Alabama.
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.
Financial consulting 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.
A percentage of the total value of assets under management is charged.
1
2
AL
07/19/2017 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
AL
12/03/2015 - 03/29/2017
CETERA INVESTMENT SERVICES LLC (BIRMINGHAM AL)
AL
08/21/2012 - 04/08/2015
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
AL
05/10/2012 - 08/21/2012
THE FIG GROUP, LLC (BIRMINGHAM AL)
AL
07/27/2007 - 01/17/2012
PROEQUITIES, INC. (BIRMINGHAM AL)
AL
04/26/1994 - 07/27/2007
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
NY
08/24/1990 - 04/07/1994
J.C. BRADFORD & CO. (NEW YORK NY)
IA
Issued 01/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/16/1995
Series 4 - Registered Options Principal Examination
BC
Issued 06/26/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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