Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Coopersmith is a financial advisor who has been in the industry since 1984. Peter is currently registered with Commonwealth Financial Network and is licensed in 14 states. Peter has extensive experience with various financial products and services, including securities, investment company products, variable contracts, and fixed insurance. Peter has been with Commonwealth Financial Network since 1996 and is based in Waldoboro, Maine.
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.
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.
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ME
01/29/2003 - Present
Commonwealth Financial Network (Waldoboro ME)
IN
01/05/1994 - 12/31/1995
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
NY
04/23/1992 - 01/07/1994
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
05/15/1984 - 03/27/1992
MONY SECURITIES CORP. (NEW YORK NY)
BOTH
Issued 01/27/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/1996
Series 7 - General Securities Representative Examination
BC
Issued 05/14/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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