Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Timothy Simpson is a financial advisor with over 14 years of experience in the industry. Peter is currently registered with Cuso Financial Services, LP and previously held positions at CUNA Brokerage Services, INC., Investment Professionals, INC., Santander Securities LLC, Genworth Financial Securities Corporation, CCO Investment Services Corp., MetLife Securities Inc., Morgan Stanley & Co., Incorporated, and Morgan Stanley DW Inc. Peter Simpson is a Series 7, Series 31 and Series 66 licensed professional. Peter is also registered in 14 states.
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.
1
2
MA
12/06/2021 - Present
Cuso Financial Services, LP (Fitchburg MA)
MA
10/26/2016 - 12/10/2021
CUNA BROKERAGE SERVICES, INC. (Ayer MA)
TX
05/15/2015 - 09/23/2016
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
MA
03/15/2013 - 05/27/2015
SANTANDER SECURITIES LLC (WESTBORO MA)
MA
08/05/2011 - 04/19/2012
GENWORTH FINANCIAL SECURITIES CORPORATION (WEST BOYLSTON MA)
MA
08/28/2008 - 03/30/2011
CCO INVESTMENT SERVICES CORP. (FRANKLIN MA)
MA
07/11/2007 - 09/08/2008
METLIFE SECURITIES INC. (WESTBOROUGH MA)
MA
04/02/2007 - 06/18/2007
MORGAN STANLEY & CO., INCORPORATED (DANVERS MA)
MA
05/22/2006 - 04/02/2007
MORGAN STANLEY DW INC. (DANVERS MA)
BOTH
Issued 06/15/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 05/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Peter Simpson is the right advisor for you? Invested Better is here to help.
