Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Sloan Benedict is a financial advisor with over 27 years of experience in the industry. Peter is currently registered with Robert W. Baird & Co. Inc. in Stamford, Connecticut. Prior to joining Robert W. Baird & Co. Inc., Peter was employed by WACHOVIA CAPITAL MARKETS, LLC in New York, New York and CIBC WORLD MARKETS CORP. in New York, New York. Peter has passed the Series 7, Series 63, Series 86, Series 87, and SIE exams. Peter is registered in Connecticut and Wisconsin.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
CT
04/07/2009 - Present
Robert W. Baird & Co. Inc. (STAMFORD CT)
NY
06/12/2006 - 02/11/2009
WACHOVIA CAPITAL MARKETS, LLC (NEW YORK NY)
NY
03/21/1997 - 05/31/2006
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
10/11/1992 - 07/25/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 08/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 11/15/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/09/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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