Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Tague is a financial advisor with over 30 years of experience in the financial services industry. Peter is currently registered with Osaic Wealth, Inc. in New York and Florida. Previously, Peter has worked with Securities America, Inc., Securities Service Network, LLC and First Allied Securities, Inc. Peter holds Series 7, Series 63, and Series 65 licenses. Peter offers a range of financial planning services to individuals, businesses, and institutions. Peter is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
NY
06/14/2024 - Present
Osaic Wealth, Inc. (Tully NY)
NY
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Tully NY)
NY
11/01/2017 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (Tully NY)
NY
07/31/2013 - 11/01/2017
FIRST ALLIED SECURITIES, INC. (TULLY NY)
NY
06/03/2005 - 07/31/2013
SECURITIES SERVICE NETWORK, INC. (TULLY NY)
DE
11/27/1990 - 06/08/2005
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NA
12/12/1988 - 05/03/1990
J. W. GANT & ASSOCIATES, INC.
IA
Issued 02/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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