PH
Peter M. Hershon
COVENTRY SECURITIES
Fort Washington, PA 19034
Some features on this profile are disabled
CRD#: 4544979
PH
Professional summary
Peter Maxwell Hershon, ChFC®, CLU® is a registered financial professional currently at COVENTRY SECURITIES, LLC located in Fort Washington, Pennsylvania.
Peter is registered as a RR (Registered Representative) and started their career in finance in 2002. Peter has worked at 2 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.
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.
CRS (Client Relationship Summary) - BD
Click below to view Peter Maxwell Hershon's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
April 28, 2010 - Present
COVENTRY SECURITIES, LLC
Office #1: 7111 Valley Green Road, Fort Washington, PA 19034Office #2: 7111 Valley Green Road, Fort Washington, PA 19034BD
CRD#: 150462
Fort Washington, PA
Past
June 18, 2002 - August 9, 2002
SARROFF, ALAN LEWIS
BD
CRD#: 32934
NEW YORK, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/10/2023)
RR
Arizona(1/18/2023)
RR
Arkansas(1/11/2023)
RR
California(1/6/2023)
RR
Colorado(1/5/2023)
RR
Connecticut(1/5/2023)
RR
Delaware(1/21/2023)
RR
District of Columbia(2/28/2023)
RR
Florida(4/28/2010)
RR
Georgia(1/9/2023)
RR
Hawaii(1/18/2023)
RR
Idaho(1/11/2023)
RR
Illinois(2/3/2023)
RR
Indiana(1/2/2024)
RR
Iowa(1/5/2023)
RR
Kansas(1/5/2023)
RR
Kentucky(1/9/2023)
RR
Louisiana(1/9/2023)
RR
Maine(1/10/2023)
RR
Maryland(1/5/2023)
RR
Massachusetts(1/11/2023)
RR
Michigan(1/10/2023)
RR
Minnesota(2/23/2023)
RR
Mississippi(1/8/2023)
RR
Missouri(1/13/2023)
RR
Montana(1/11/2023)
RR
Nebraska(1/10/2023)
RR
Nevada(1/10/2023)
RR
New Hampshire(2/24/2023)
RR
New Jersey(1/5/2023)
RR
New Mexico(1/11/2023)
RR
New York(1/8/2023)
RR
North Carolina(1/12/2023)
RR
North Dakota(1/25/2023)
RR
Ohio(1/5/2023)
RR
Oklahoma(1/9/2023)
RR
Oregon(1/24/2023)
RR
Pennsylvania(1/6/2023)
RR
Rhode Island(1/9/2023)
RR
South Carolina(1/10/2023)
RR
South Dakota(2/3/2023)
RR
Tennessee(1/25/2023)
RR
Texas(1/9/2023)
RR
Utah(1/11/2023)
RR
Vermont(1/9/2023)
RR
Virginia(1/17/2023)
RR
Washington(1/17/2023)
RR
Wisconsin(1/9/2023)
RR
Wyoming(1/5/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CS
COVENTRY SECURITIES, LLC
COVENTRY SECURITIES, LLC | HF SECURITIES, LLC
CRD#: 150462 / SEC#: , 8-68262
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information
Main Address
7111 Valley Green Road, Fort Washington, PA 19034
Mailing Address
7111 Valley Green Road, Fort Washington, PA 19034
Phone number
(877) 836-8300
Established
Delaware since 04/21/2009
Firm type
Limited Liability Company
Fiscal year end
November
Firm Size
Small
# of Employees
FINRA licenses (50 States and Territories)
Documents
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
