Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip John Peters is a financial advisor based in Charlotte, NC. He is currently registered with Equitable Distributors, LLC and holds Series 63, SIE and Series 6TO licenses. Prior to joining Equitable Distributors, LLC Philip John Peters was affiliated with PURSHE KAPLAN STERLING INVESTMENTS. Philip John Peters has over 1 year of experience in the financial services industry.
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.
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.
1
2
NC
03/14/2023 - Present
Equitable Distributors, LLC (Charlotte NC)
NC
08/12/2022 - 12/16/2022
PURSHE KAPLAN STERLING INVESTMENTS (Charlotte NC)
BC
Issued 05/26/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2022
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Philip Peters is the right advisor for you? Invested Better is here to help.
