Peter Cote Email & Phone Number

Peter Cote CFP® President 774-241-3890 peter.cote@lpl.comPeter M. Cote is the President of Financial Resources of CT , a full service financial services firm located in Springfield , MA. Additionally, he is a a CFP® certificant and an Investment Advisor Representative of LPL Financial. He holds a Series 7,24,63, with LPL Financial and series 65 securities registrations. Peter is registered to service clients in AZ, CA, CO, CT, FL, GA, IL, MA, ME, MI, MO, MS, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TX, VA, VT.Peter is the Former Director of Investments and Financial Planning for Allmerica Financial- CT, where he was instrumental in forming their Investment Services Department and their Financial Planning Unit under Allmerica Investment Management Company. He was also the architect of the Allmerica Financial-CT Service Center which serviced well over 12,000 policy holders of Allmerica Financial. At Allmerica Financial he served on various Investment Advisory Boards in related capacities. He was a frequent speaker on various Compliance and related investment topics at both the national and local level. Additionally, he served as the Chief Compliance Officer of the local branch with over 95 direct reporting representatives.In 2002, he formed Financial Resources of CT and moved his office from Glastonbury to East Hartford to solely focus on providing financial services to his clients. Now located in Springfield, MA,with colleague Brian McQueeney, the firm services families and businesses who have relied on their experience and professionalism.

Listed skills include Management, Finance, Financial Services, Securities, and 1 others.

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  University Of Connecticut

  Cumlaude