Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Lush is an investment advisor representative at T. Rowe Price Advisory Services, Inc. based in Greenwood Village, CO. Peter has over 30 years of experience in the financial services industry and is registered with the state of Colorado and Maryland. Peter is a registered representative with the Financial Industry Regulatory Authority (FINRA) and is also registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR). Peter holds the following securities licenses: Series 6, Series 7, Series 8, Series 63 and Series 66. In addition to his current role at T. Rowe Price Advisory Services, Inc., Peter has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Fidelity Investments Institutional Services Company, Inc. and Fidelity Brokerage Services, Inc. Peter’s primary focus is portfolio management for individuals and corporations. Peter is dedicated to providing personalized financial advice and investment management services to help clients achieve their financial goals.
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.
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.
See schedule d
1
2
CO
10/22/2024 - Present
T. Rowe Price Advisory Services, Inc. (Greenwood Village CO)
CO
04/17/2008 - 02/16/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LITTLETON CO)
CO
05/22/2006 - 06/26/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (DENVER CO)
RI
11/19/2003 - 05/22/2006
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
10/30/1995 - 10/24/2003
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
05/01/1991 - 10/31/1995
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
RI
01/03/1991 - 04/25/1991
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
08/07/1989 - 12/31/1990
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 06/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1990
Series 7 - General Securities Representative Examination
BC
Issued 08/04/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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