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Peter A. Provence

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CRD#: 1718930
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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 Alan Provence was a registered financial professional .

Peter is a previously registered financial professional and started their career in finance in 1987. Peter had worked at 7 firms and has passed the Series 63, Series 7, Series 6 and Series 24 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

June 28, 1991 - September 5, 1995

AMERINATIONAL FINANCIAL SERVICES, INC.

BD
CRD#: 27986
Past

July 10, 1990 - December 19, 1990

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

February 1, 1989 - June 12, 1990

FIRST GLOBAL SECURITIES, INC.

BD
CRD#: 18737
Past

November 4, 1988 - January 23, 1989

ROTH CAPITAL PARTNERS, LLC

BD
CRD#: 15407
NEWPORT BEACH, CA
Past

March 23, 1988 - October 19, 1988

WESTMONT SECURITIES CORPORATION

BD
CRD#: 15932
Past

October 31, 1987 - January 12, 1988

AMERICAN CAPITAL CONTRACTUAL SERVICES, INC.

BD
CRD#: 148
Past

August 20, 1987 - December 31, 1987

ADVANTAGE CAPITAL CORPORATION

BD
CRD#: 146
ATLANTA, GA

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: 8/13/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/11/1989
General Securities Principal Examination

Current Firm


AF
AMERINATIONAL FINANCIAL SERVICES, INC.
AMERINATIONAL FINANCIAL SERVICES, INC. | ROBERTSON SECURITIES CORPORATION | ROBERTSON SECURITIES

CRD#: 27986 / SEC#: , 8-43361

BD
Terminated by SEC on 11/20/1995
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 06/26/1990
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


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


AMERINATIONAL FINANCIAL SERVICES, INC.

CRD#: 27986

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