Invested Better
Unclaimed

Unclaimed

Unclaimed

Peter William Ziobro

Boston Partners Securities, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Peter? Claim Your Profile

About Peter William Ziobro

Peter William Ziobro is an active advisor registered with Boston Partners Securities, LLC, a firm based in Boston, MA. Peter has been in the industry since July 11, 1989, and holds a variety of licenses and certifications.

Firm Information

Peter Ziobro is currently registered with Boston Partners Securities, LLC. Boston Partners Securities, LLC is a Limited Liability Company formed in May 2004. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico. They have been involved in seven Regulatory Events and one Arbitration case.

Not reported

Assets Under Management

Not reported

Total Clients

32

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Peter Ziobro’s Registration & Firm History

MA

07/10/2023 - Present

Boston Partners Securities, LLC (BOSTON MA)

MA

08/19/2013 - 01/10/2022

FIDELITY DISTRIBUTORS COMPANY LLC (WESTON MA)

MA

07/02/2008 - 07/16/2013

RBS SECURITIES INC. (BOSTON MA)

MA

05/18/2004 - 06/23/2008

BEAR, STEARNS & CO. INC. (BOSTON MA)

NY

10/20/1987 - 04/02/2004

CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)

Not sure if Peter William Ziobro is right for you?

Licenses & Designations

BC

Issued 10/30/1987

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 09/28/1996

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/1987

Series 7 - General Securities Representative Examination

BC

Issued 09/12/1987

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter William Ziobro.
Not sure if Peter William Ziobro is right for you?