Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Goudy is an investment advisor representative registered with Stifel, Nicolaus & Company, Inc.. Peter has been working in the financial industry since 2017 and has been with Stifel, Nicolaus & Company, Inc. since 2021. Peter has a wide range of experience in financial planning, portfolio management, and investment advisory services. Peter is committed to providing personalized service to help clients reach their financial goals. Peter holds the Series 6, 7TO, 63, and 66 securities licenses.
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.
1
2
CA
05/03/2021 - Present
Stifel, Nicolaus & Company, Inc. (SAN RAFAEL CA)
AZ
09/26/2017 - 11/28/2017
FORESTERS FINANCIAL SERVICES, INC. (PHOENIX AZ)
BOTH
Issued 04/29/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/28/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2017
Series 6 - Investment Company Products/Variable Contracts 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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