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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 Velcofsky is an investment advisor representative with Ameriprise Financial Services, LLC. Peter has been in the industry since 1986 and holds Series 7, 9, 10, 24, 63 and 65 licenses. Peter has a background in investment advisory services, financial planning and pension consulting. Peter has worked for Ameriprise Financial Services, LLC for more than 12 years. Peter has served as a board member and assistant treasurer for Velcofsky. Peter is registered with the following states: Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, 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.
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.
Asset allocation services
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.
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2
CT
03/03/2014 - Present
Ameriprise Financial Services, LLC (Stratford CT)
CT
08/19/2005 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (STRATFORD CT)
MO
11/29/2001 - 08/22/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
FL
01/04/1999 - 11/30/2001
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
01/31/1991 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NY
02/05/1990 - 12/24/1990
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
WI
05/16/1987 - 02/12/1990
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
03/19/1986 - 05/14/1987
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
IA
Issued 03/14/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/23/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/26/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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