Peter Charles Morin

Current Employers

Employment History

• 06/2015 → Present
  New York Life Insurance Company
  Andover, MA
• 01/2016 → Present
  Nylife Securities Llc
  Andover, MA
• 03/2023 → 04/2026
  Third3Rd Financial Partners Llc
  Andover, MA
• 10/2023 → Present
  Eagle Strategies Llc
  Andover, MA
• 04/2026 → Present
  Fairway Group Llc
  Andover, MA

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products;[Insurance Brokering; As an established agent, this is to allow the opportunity to write business outside of NYL without having to use CRUMP ins.; 10 New England Business Center Drive, suite 205 Andover, MA 01810; Start Date 02/2019; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [BNI local chapter; As president I run the weekly meetings, help pick successor leadership team and break tie's in any voting done by the current leadership team.; 142 Littleton Rd Westford, MA 01886; Start Date 10/2019; Role/Title: Officer; Investment Related; 20 hours per month; 10 hours per month during securities trading hours; As president I create the Slide Deck per agenda and run weekly meeting. As general member, I have one on one network meetings with individuals in my chapter, listen to educational podcasts, attend training when needed and try to bring referrals to the other members of the chapter] [272 Old Westford Rd Real Estate LLC; Offering to Purchase 272 Old Westford Rd as in investment with rental occupant identified.; 272 Old Westford Rd, Chelmsford, MA 01824; Start Date 12/2021; Role/Title: Owner; Investment Related; 2 hours per month; 0 hours per month during securities trading hours;finding tenant, leasing/renting to tenants, building maintenance.] [OPERATING UNDER THE DBA NAME OF FAIRWAY GROUP LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; ANDOVER, MA; START DATE: 04/2026] [ NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life.; 51 Madison Avenue, New York, NY 10010; Start Date 01/2024; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-20
• S63 Uniform Securities Agent State Law Examination
  2017-02-03