Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ann? Claim Your ProfileAnn Margaret Peters is a financial professional with over 25 years of experience in the industry. Ann is a registered representative with Stifel, Nicolaus & Company, Inc. and has been with the firm since June 2019. Prior to that, Ann worked with Concorde Investment Services, LLC and Woodbury Financial Services, Inc. Ann provides financial planning, portfolio management, and other investment-related services to individuals, businesses, and institutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
06/05/2019 - Present
Stifel, Nicolaus & Company, Inc. (WEST BEND WI)
WI
04/01/2019 - 04/22/2019
CONCORDE INVESTMENT SERVICES, LLC (Kewaskum WI)
WI
10/21/2010 - 04/05/2019
WOODBURY FINANCIAL SERVICES, INC. (KEWASKUM WI)
WI
03/18/1996 - 08/25/2009
B. C. ZIEGLER AND COMPANY (WEST BEND WI)
NA
11/11/1994 - 03/06/1996
DAIN BOSWORTH INCORPORATED
BC
Issued 02/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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