Peter Maxwell Hershon
ChFC®, CLU®Professional Summary
Peter Maxwell Hershon, ChFC®, CLU® is a registered financial advisor 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
16 years in the financial services industry
Current & Past Employments
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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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Current Firm
COVENTRY SECURITIES, LLC | HF SECURITIES, LLC
Contact Information
Main Address
7111 Valley Green Road, Fort Washington, PA 19034Mailing Address
7111 Valley Green Road, Fort Washington, PA 19034Phone Number
(877) 836-8300Established
Delaware since 04/21/2009Firm Type
Limited Liability CompanyFiscal Year End
NovemberFirm Size
SmallFINRA licenses (50 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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State Registrations and Notice Filings
(1/10/2023)
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Peter Maxwell Hershon's CRS (Customer Relationship Summary).
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