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 Renaghan is a financial advisor with Morgan Stanley. Peter has been in the financial industry since 1982. He is licensed to provide investment advice in several states including Florida, New Hampshire, Rhode Island and Texas. Peter has a wide range of experience and has worked with Citigroup Global Markets Inc. and Paine Webber Incorporated in the past. His experience includes working with a variety of clients, including high-net-worth individuals, corporations, and institutions. Peter offers a wide range of investment services, including financial planning, asset allocation, and portfolio management.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MA
04/02/2020 - Present
Morgan Stanley (HYANNIS MA)
MA
08/13/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FALMOUTH MA)
NJ
03/12/1986 - 08/24/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
04/06/1982 - 03/31/1986
E. F. HUTTON & COMPANY INC
BOTH
Issued 02/08/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/20/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/1990
Series 3 - National Commodity Futures Examination
BC
Issued 03/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Peter Renaghan is the right advisor for you? Invested Better is here to help.
