Unclaimed
Peter V. Yunger is a financial advisor with over 20 years of experience in the industry. Peter is currently registered with Santander Securities LLC, located in Boston, MA. Peter is licensed to provide investment advisory services in 53 states and territories. Previously, Peter was a financial advisor with Commonwealth Financial Network, CCO Investment Services Corp., Charter One Securities, Inc., State Street Global Markets, LLC, and Scudder Investor Services, Inc..
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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
01/05/2018 - Present
Santander Securities LLC (Boston MA)
MA
11/05/2012 - 09/27/2017
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
MA
02/02/2005 - 11/07/2012
CCO INVESTMENT SERVICES CORP. (NORWOOD MA)
OH
10/26/2005 - 12/02/2005
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
MA
10/29/2002 - 11/01/2004
STATE STREET GLOBAL MARKETS, LLC (BOSTON MA)
IL
10/19/2001 - 07/09/2002
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
NY
11/08/2000 - 10/19/2001
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
BC
Issued 02/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/26/2009
Series 24 - General Securities Principal Examination
BC
Issued 11/30/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/26/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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