Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Berkery is a financial professional with over 25 years of experience in the financial services industry. Peter has a deep understanding of the markets and a commitment to providing personalized financial advice to clients. Peter is currently registered as a Registered Representative with Tiaa-Cref Individual & Institutional Services, LLC. Prior to joining Tiaa-Cref, Peter worked with firms such as ScotTrade, Inc., E*TRADE Securities LLC, and Charles Schwab & Co., Inc. Peter is committed to helping clients achieve their financial goals through a variety of services including financial planning and portfolio management.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NY
08/09/2022 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Centerport NY)
NY
11/26/2012 - 03/07/2018
SCOTTRADE, INC. (COMMACK NY)
NY
01/27/2010 - 10/09/2012
E*TRADE SECURITIES LLC (GARDEN CITY NY)
NY
07/10/2004 - 01/06/2010
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (RIVERHEAD NY)
TX
08/27/1997 - 07/07/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
04/05/1996 - 08/14/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NJ
10/02/1995 - 05/21/1996
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
BOTH
Issued 05/08/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/24/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/09/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 09/30/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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