Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Mooney has been in the financial services industry since 1978. Peter is a financial advisor with Coordinated Capital Securities, Inc. and is located in Melbourne, Florida. Peter holds the following licenses and registrations: Series 7, Series 63, Series 65, Series 24, and Series 6TO. Peter is also registered in Florida, Alabama, California, Colorado, New York, North Carolina, and Wisconsin. Peter is a Certified Financial Planner and a Chartered Financial Consultant. Peter also provides independent insurance services.
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.
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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2
FL
08/22/2006 - Present
Coordinated Capital Securities, Inc. (MELBOURNE FL)
FL
11/29/2002 - 09/05/2006
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (MELBOURNE FL)
MO
12/12/2000 - 12/04/2002
WACHOVIA SECURITIES FINANCIAL NETWORK, INC. (ST. LOUIS MO)
MA
01/07/1997 - 12/13/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/07/1997 - 12/13/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
02/03/1978 - 10/31/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
02/03/1978 - 10/31/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 05/11/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/28/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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