Unclaimed
Peter V Meyer is a financial advisor with UBS Asset Management (us) Inc. based in Stamford, Connecticut. Peter has been in the financial services industry since January 25, 2003, and has worked with a variety of firms, including Imperial Capital, LLC and Credit Suisse Securities (USA) LLC. Peter is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 24, Series 55, Series 57TO, and Series 63 licenses. Peter is also registered as an investment advisor in Connecticut and New York.
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.
1
2
CT
10/17/2022 - Present
UBS Asset Management (us) Inc. (STAMFORD CT)
CT
03/24/2020 - 07/25/2022
IMPERIAL CAPITAL, LLC (Stamford CT)
NY
08/22/2003 - 07/05/2018
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
01/25/1995 - 07/30/1997
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
BC
Issued 03/18/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 07/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/21/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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