Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Wycliffe Conway is an investment advisor representative with BNY Advisors. Peter has been in the industry since November 2002 and has a wide range of experience in financial services. Peter holds several licenses and certifications, including Series 7, Series 63, Series 66 and Series 52TO. Peter has worked with several firms over the years, including PERSHING LLC, FIDELITY BROKERAGE SERVICES LLC, USAA FINANCIAL ADVISORS, INC., and MORGAN STANLEY. Peter specializes in investment advisory services for individuals, businesses and pooled investment vehicles.
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.
Guidance on pension options to ensure a secure financial future.
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.
Mutual fund screening, model portfolio delivery
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.
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.
Asset based fees related to model portfolio delivery
1
2
NJ
01/04/2022 - Present
BNY Advisors (PENNINGTON NJ)
NJ
08/30/2021 - 03/04/2024
PERSHING LLC (Pennington NJ)
TX
12/03/2018 - 07/06/2021
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
08/14/2018 - 10/24/2018
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
CA
09/08/2017 - 06/26/2018
JCC ADVISORS, LLC (LAGUNA NIGUEL CA)
TX
09/08/2016 - 09/07/2017
MORGAN STANLEY (PLANO TX)
CA
07/21/2014 - 03/02/2016
JCC ADVISORS, LLC (LAGUNA NIGUEL CA)
CA
03/08/2013 - 07/15/2014
SELECT CAPITAL CORPORATION (SAN CLEMENTE CA)
KS
09/09/2011 - 02/20/2013
ALLIANCE AFFILIATED EQUITIES CORPORATION (OVERLAND PARK KS)
PA
02/14/2011 - 09/08/2011
HERITAGE FINANCIAL SYSTEMS, INC. (MALVERN PA)
CA
03/25/2009 - 02/16/2010
AFA FINANCIAL GROUP, LLC (CALABASAS CA)
TX
03/24/2008 - 03/09/2009
CHASE INVESTMENT SERVICES CORP. (MCKINNEY TX)
NJ
02/27/2001 - 11/27/2007
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NE
06/06/2000 - 01/01/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 12/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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