Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Tassinari is a financial advisor with Wells Fargo Clearing Services, LLC, based in St. Louis, Missouri. Peter has been in the financial industry since 1996. Peter has a diverse background in the financial services industry, having previously worked at A. G. Edwards & Sons, Inc. and Funds Distributor, Inc. Peter is licensed to provide investment advice in Illinois, Missouri, and Virginia.
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.
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.
Investment consulting services to institutional clients
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
MO
05/01/2008 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
01/17/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
ME
04/06/1999 - 08/04/2000
FUNDS DISTRIBUTOR, INC. (PORTLAND ME)
MO
04/25/1996 - 03/23/1999
RYBACK MANAGEMENT CORPORATION (ST. LOUIS MO)
BOTH
Issued 04/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/24/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe 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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