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PS

Peter M. Shaw

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CRD#: 1199565
PS

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 Matthew Shaw was a registered financial professional .

Peter is a previously registered financial professional and started their career in finance in 1983. Peter had worked at 7 firms and has passed the Series 63, Series 6 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 8, 2001 - March 8, 2001

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

June 27, 1997 - December 31, 1998

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA
Past

March 25, 1993 - November 9, 1993

BANGOR SECURITIES, INC.

BD
CRD#: 4302
PORTLAND, ME
Past

October 10, 1991 - September 30, 1992

MAINE SECURITIES CORPORATION

BD
CRD#: 16976
PORTLAND, ME
Past

March 16, 1991 - April 15, 1991

ROBERT THOMAS SECURITIES, INC

BD
CRD#: 10147
ST. PETERSBURG, FL
Past

January 29, 1990 - January 7, 1991

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
Past

September 11, 1989 - January 23, 1990

UNUM SALES CORPORATION

BD
CRD#: 5406
PORTLAND, ME
Past

March 2, 1989 - March 17, 1990

MAINE SECURITIES CORPORATION

BD
CRD#: 16976
PORTLAND, ME
Past

September 18, 1984 - January 7, 1991

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

October 20, 1983 - September 12, 1984

BANGOR SECURITIES, INC.

BD
CRD#: 4302

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 7/2/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


WS
WALNUT STREET SECURITIES, INC.
WALNUT STREET SECURITIES, INC.

CRD#: 15840 / SEC#: 801-62161, 8-32772

BD
Terminated by SEC on 11/05/2013
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Contact information


Main Address
Mailing Address
Phone number
Established
Missouri since 05/04/1984
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

FUND MANAGEMENT SERVICES PROGRAM DISCLOSURE BROCHURE (3/22/2013)

Direct owners and executive officers


NamePositionCRD#
METLIFE, INC.DIRECT OWNER
AQUINO, VIRGELAN ERNESTOCHIEF COMPLIANCE OFFICER, BROKER DEALER2976229
CARRIER, ANDRE THEODORECHIEF OPERATIONS OFFICER2257728
COHN, MARC ALLANCHIEF COMPLIANCE OFFICER, INVESTMENT ADVISER2464524
DWYER, JAMESVICE PRESIDENT, LICENSING AND REGISTRATION
FORGET, ELIZABETH MARYDIRECTOR2767945
HALPERIN, JEFFREY PAULANTI-MONEY LAUNDERING OFFICER2899327
LACEK, MICHAEL JCHIEF LEGAL OFFICER
MARKHAM, CRAIG WILLIAMPRESIDENT AND DIRECTOR1383638
MARTINEZ, JOHN GREGORYVICE PRESIDENT AND FINANCIAL AND OPERATIONS PRINCIPAL2210722
TORRES, ISAACSECRETARY

Disclosures


Regulatory Event9
Arbitration3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WALNUT STREET SECURITIES, INC.

CRD#: 15840

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