Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Torrey Fredericks has been a registered investment advisor since 2000. Peter is currently registered with Cuso Financial Services, LP in Massachusetts. Peter also holds Series 6, 7, 63, and 65 licenses.
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.
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2
MA
05/09/2024 - Present
Cuso Financial Services, LP (LUNENBURG MA)
MA
04/16/2021 - 05/01/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (Acton MA)
MA
07/29/2010 - 03/24/2021
EDWARD JONES (ACTON MA)
MA
08/24/1999 - 02/18/2009
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
NJ
10/08/1991 - 06/15/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
10/08/1991 - 06/15/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 07/21/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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