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 Coughlin is a registered representative of LPL Financial LLC. Peter William Coughlin is also a registered investment advisor representative in Pennsylvania. Peter William Coughlin has been in the securities industry for a period of time exceeding 1 year. Peter William Coughlin has a combined total of 3 exams passed and 6 active state registrations. Peter William Coughlin currently works for LPL Financial LLC and has previously worked for California University of Pennsylvania. Peter William Coughlin specializes in 1, 2, 3, 4, 5, and 6. Peter William Coughlin also has other business activities with Newbauer Maniet financial Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s).
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
PA
08/24/2023 - Present
LPL Financial LLC (PITTSBURGH PA)
BOTH
Issued 08/23/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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