Peter Askar (CRD# 7587992) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Smithfield, RI and has 1 year of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Smithfield, RI | Jun 2022 - Current | 1 |
| Staples | Wakefield, RI | Sep 2021 - May 2022 | < 1 |
| University Of Rhode Island | Kingston, RI | Sep 2019 - May 2022 | 2 |
| Kirkbrae Country Club | Lincoln, RI | May 2021 - Sep 2021 | < 1 |
| Baycoast Bank | Swansea, MA | May 2021 - Aug 2021 | < 1 |
| Staples | Wakefield, RI | Oct 2020 - Jun 2021 | < 1 |
| Kirkbrae Country Club | Lincoln, RI | May 2020 - Sep 2020 | < 1 |
| Full-time Education | Kingston, RI | Sep 2019 - May 2020 | < 1 |
| Kirkbrae Country Club | Lincoln, RI | May 2019 - Sep 2019 | < 1 |
| Rhode Island Office Of The Attorney General | Providence, RI | May 2019 - Aug 2019 | < 1 |
| Endicott College | Beverly, MA | Sep 2018 - May 2019 | < 1 |
| Endicott College | Beverly, MA | Nov 2018 - Jan 2019 | < 1 |
| Unemployed | Cumberland, RI | Jun 2018 - Nov 2018 | < 1 |
| Grigs Country Nursery | Cumberland, RI | Jun 2018 - Aug 2018 | < 1 |
| Nautica | Wrentham, RI | Mar 2018 - Jun 2018 | < 1 |
| Cumberland High School | Cumberland, RI | Sep 2015 - Jun 2018 | 2 |
| Andrew's Bistro | Cumbeland, RI | Nov 2017 - Feb 2018 | < 1 |
| Polo Ralph Lauren | Wrentham, MA | May 2017 - Nov 2017 | < 1 |
| Domino's Pizza | Cumberland, RI | Nov 2016 - May 2017 | < 1 |
| North Cumberland Middle School | Cumberland, RI | Jun 2012 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2022 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2023 |
- MA
- RI
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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