Peter W. Weston
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Peter Woodbury Weston, who also goes by Peter W Weston, was a registered financial advisor .
Peter is a previously registered financial advisor and started their career in finance in 1983. Peter had worked at 2 firms and has passed the Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 1, 2001 - August 30, 2010
WESBAN FINANCIAL CONSULTANTS, P.C.
August 8, 1983 - November 11, 1987
CREATIVE FINANCIAL PRODUCTS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
WESBAN FINANCIAL CONSULTANTS, P.C.
CRD#: 110531 / SEC#: 801-60181
Contact information
Regulatory assets under management
| Total Number of Accounts | 275 |
| AUM (Assets Under Management) | $ 56,414,190 |
Red Flags
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