Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Tomas Tourville is a financial advisor with over 25 years of experience in the financial services industry. Peter has held licenses with several firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Prudential Securities Incorporated, and MetLife Securities Inc. Peter is currently registered with LPL Financial LLC and Great Valley Advisor Group, Inc. Peter specializes in providing financial planning, portfolio management, and investment advisory services. Peter is a Registered Representative and a Registered Investment Advisor in the states of Arizona, Texas, and Wisconsin. Peter's clients include high-net-worth individuals, corporations, and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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
WI
07/19/2017 - Present
LPL Financial LLC (BROOKFIELD WI)
WI
01/27/2003 - 05/08/2015
METLIFE SECURITIES INC. (MILWAUKEE WI)
WI
01/27/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MILWAUKEE WI)
NJ
09/08/2000 - 01/29/2003
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NY
11/06/1996 - 09/07/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/19/1995 - 03/08/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/22/1994 - 10/24/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 11/15/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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