Peter J. Penoyar
Professional summary
Peter John Penoyar is a registered financial advisor currently at MERIDIAN FINANCIAL GROUP located in Arnold, Maryland and WESTMINSTER FINANCIAL SECURITIES, INC. located in Annapolis, Maryland.
Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Peter has worked at 2 firms and has passed the Series 63, Series 65, Series 99TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Peter John Penoyar's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 3, 1998 - Present
MERIDIAN FINANCIAL GROUP
January 2, 2008 - Present
WESTMINSTER FINANCIAL SECURITIES, INC.
Office #1: 623 Breton Place, Annapolis, MD 21012July 2, 2004 - December 20, 2006
WESTMINSTER FINANCIAL SECURITIES, 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
(1/7/2013)
(10/12/2010)
(11/18/2008)
(7/31/2009)
(1/5/2016)
(6/3/1998)
(1/2/2008)
(9/22/2010)
(10/26/2009)
(1/5/2016)
(6/12/2015)
(7/8/2024)
(1/8/2009)
(1/10/2017)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
MERIDIAN FINANCIAL GROUP
CRD#: 116436 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 65 |
| AUM (Assets Under Management) | $ 44,223,000 |
Red Flags
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