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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Andrew Needham is a financial advisor registered with Wealth Enhancement Advisory Services, LLC. Peter Andrew Needham has been a registered advisor for over 20 years. Prior to joining Wealth Enhancement Advisory Services, LLC, Peter Andrew Needham worked at Donaldson, Lufkin & Jenrette Securities Corporation, Barclays Capital Inc., and Morgan Stanley & Co., Incorporated. Peter Andrew Needham holds a Series 7, 24 and 65 license. Peter Andrew Needham is also a Certified Financial Planner. Peter Andrew Needham's current registrations are in Florida, Louisiana, and New Jersey. Peter Andrew Needham is a specialist in advising high-net-worth individuals, corporations and businesses, as well as charitable organizations, pension and profit-sharing plans, and other investment advisors.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
A percentage of the total value of assets under management is charged.
Fees received from third party investment advisors
1
2
NJ
10/08/2019 - Present
Wealth Enhancement Advisory Services, LLC (WARREN NJ)
NJ
10/18/2000 - 08/16/2001
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
01/20/1999 - 02/07/2000
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
02/02/1999 - 04/08/1999
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NA
10/15/1993 - 05/12/1994
MORGAN STANLEY & CO., INCORPORATED
NY
04/07/1988 - 05/12/1994
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
IA
Issued 08/08/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1999
Series 24 - General Securities Principal Examination
BC
Issued 11/12/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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