Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter William Collins is a financial advisor with over 50 years of experience in the industry. Peter has a strong background in securities and investment company products. He has worked with LPL Financial LLC since 2004 and previously held positions at WS Griffith Securities, Inc., Home Life Insurance Company, Industry Savings Plans, Inc., and NEL Equity Services Corporation. Peter is a Chartered Financial Consultant. Peter is registered with the state of Florida and New York. Peter's clients include high-net-worth individuals, corporations, trusts, and retirement plans. Peter's practice is focused on providing financial planning, investment management, and insurance 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
08/03/2021 - Present
LPL Financial LLC (PITTSFORD NY)
CT
03/17/1983 - 06/23/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NA
05/05/1976 - 10/19/1992
HOME LIFE INSURANCE COMPANY
NA
08/03/1971 - 07/10/1976
INDUSTRY SAVINGS PLANS, INC.
NA
06/23/1971 - 06/05/1976
NEL EQUITY SERVICES CORPORATION
BC
Issued 10/08/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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