Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Lombardi is a financial professional with over 4 years of experience in the financial industry. Peter is currently registered with Herbert J. Sims & CO, Inc. Previously Peter worked with P.R. GILBOY & ASSOCIATES, INC.. Peter is registered with the Financial Industry Regulatory Authority (FINRA) as a broker and is licensed in 12 states. Peter holds the Series 63, Series 52 and the SIE exams.
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.
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.
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NC
10/02/2017 - Present
Herbert J. Sims & CO, Inc. (CHARLOTTE NC)
NC
05/06/2013 - 10/10/2017
P.R. GILBOY & ASSOCIATES, INC. (CHARLOTTE NC)
BC
Issued 06/21/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2013
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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