Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Allen Donat is a registered representative with Needham & Company, LLC. Peter has been in the securities industry since December 16, 2019. Peter holds a Series 63, Series 79TO, and SIE. Peter is registered in 5 states: California, Illinois, Massachusetts, Minnesota, and New York. Peter's current employment is with Needham & Company, LLC, which is located in San Francisco, CA.
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.
Securities research
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.
Pursuant to csa agreements
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2
CA
12/17/2019 - Present
Needham & Company, LLC (SAN FRANCISCO CA)
BC
Issued 01/31/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 11/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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