Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Garfield is a financial advisor with Fidelity Personal And Workplace Advisors. He has been in the financial services industry since 2019 and holds a Series 66, Series 7TO, Series 10, Series 9 and SIE license. Peter is registered in California as an Investment Advisor Representative (IAR). Peter Garfield provides financial planning services for high-net-worth individuals, corporations, pension and profit-sharing plans, state or municipal government entities, and charitable organizations. Peter Garfield specializes in the areas of Asset Allocation, Investment Strategies, Retirement Planning and Insurance.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NH
08/09/2024 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
AZ
07/18/2019 - 07/22/2020
MML INVESTORS SERVICES, LLC (SCOTTSDALE AZ)
BOTH
Issued 11/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/07/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Peter Garfield is the right advisor for you? Invested Better is here to help.
