linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Peter Alan Doerr

William O'Neil Securities

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Peter? Claim Your Profile

About Peter Alan Doerr

Peter Alan Doerr is a financial professional with over 25 years of experience in the securities industry. Peter Doerr is currently registered with William O'Neil Securities and has been with the firm since September 2016. Previously, Peter Doerr worked at Macquarie Capital (USA) Inc. from October 2009 to August 2016. Prior to that, Peter Doerr was registered with Credit Suisse Securities (USA) LLC, William Blair & Company L.L.C. and Sanford C. Bernstein & Co., Inc. Peter Doerr holds Series 7, Series 24 and Series 63 licenses, as well as the Securities Industry Essentials (SIE) exam. Peter Doerr is registered in Colorado, Illinois, Kansas, Missouri, New Mexico and Texas.

Firm Information

Peter Doerr is currently registered with William O'Neil Securities. William O'Neil Securities is a corporation formed on November 7, 1963. The firm is registered with the Securities and Exchange Commission and all 50 states.

Not reported

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Peter Doerr’s Registration & Firm History

IL

09/02/2016 - Present

William O'Neil Securities (Chicago IL)

IL

10/09/2009 - 08/05/2016

MACQUARIE CAPITAL (USA) INC. (CHICAGO IL)

IL

09/11/2000 - 08/28/2009

CREDIT SUISSE SECURITIES (USA) LLC (CHICAGO IL)

IL

03/10/1997 - 09/06/2000

WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)

NY

07/20/1994 - 02/27/1997

SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)

Not sure if Peter Alan Doerr is right for you?

Licenses & Designations

BC

Issued 07/28/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/01/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter Alan Doerr.
Not sure if Peter Alan Doerr is right for you?