Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Weaver Squire is a financial advisor with over 30 years of experience in the industry. Peter Weaver Squire is currently registered with Raymond James & Associates, Inc. Prior to joining Raymond James & Associates, Inc., Peter Weaver Squire was associated with Morgan Keegan & Company, Inc. Peter Weaver Squire holds several industry licenses, including Series 63, Series 10, Series 9, SIE, and Series 7. Peter Weaver Squire specializes in providing financial advice to a variety of client types, including individuals, high net worth individuals, corporations, pension and profit-sharing plans, insurance companies, banking or thrift institutions, and charitable organizations. Peter Weaver Squire is a dedicated professional committed to providing clients with the highest quality financial services.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VA
02/13/2013 - Present
Raymond James & Associates, Inc. (RICHMOND VA)
VA
02/09/2001 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (RICHMOND VA)
VA
05/05/1999 - 02/23/2001
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
VA
05/30/1991 - 05/05/1999
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
NC
04/19/1983 - 06/04/1991
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
BC
Issued 05/09/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/22/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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