Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Stone is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Peter is based in New York, New York and has been in the industry since April 2022. Peter has passed the Series 7TO, SIE, and Series 66 examinations. Peter is currently registered with the state of New York and holds both a Broker-Dealer and Investment Adviser registration. Peter has specialized in providing financial services to individuals, corporations and businesses, charitable organizations, insurance companies, pension and profit-sharing plans, state or municipal government entities, and banking or thrift institutions. Peter's previous experience includes working at Bank of America Private Bank, BANK OF AMERICA, N.A., American Hotel & Lodging Association, United States House of Representatives, Baltusrol Golf Club, and Sewanee: The University of the South.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, 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.
1
2
NY
07/28/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
BOTH
Issued 07/22/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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