Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter W Mc cormack is a financial advisor with over 30 years of experience in the industry. Peter is registered with LPL Enterprise, LLC and has been active in the financial services industry since August 1992. Peter holds a Series 6, Series 63 and Series 65 license. Peter has worked with Park Avenue Securities LLC, Guardian Investor Services Corporation and MONY Securities Corp. Peter specializes in providing financial planning, portfolio management, and consulting services to individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
NY
11/14/2024 - Present
LPL Enterprise, LLC (LAGRANGEVILLE NY)
NJ
05/03/1999 - 01/23/2020
PARK AVENUE SECURITIES LLC (PARAMUS NJ)
NY
01/25/1994 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
07/22/1992 - 12/22/1993
MONY SECURITIES CORP. (NEW YORK NY)
IA
Issued 02/06/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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