Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Casale is a financial advisor with Wells Fargo Clearing Services, LLC. Peter has been in the financial industry since December 3, 1991. He has a wide range of experience with various firms including Morgan Stanley, Citigroup Global Markets Inc., Donaldson, Lufkin & Jenrette Securities Corporation, and Morgan Stanley & Co., Incorporated. Peter is a registered representative in several states, including Arizona, Connecticut, Florida, Louisiana, Maryland, Massachusetts, New Jersey, New York, North Carolina, Ohio, South Carolina, 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
NJ
10/17/2014 - Present
Wells Fargo Clearing Services, LLC (PARAMUS NJ)
NY
06/01/2009 - 10/04/2014
MORGAN STANLEY (NEW YORK NY)
NY
04/01/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
06/26/1997 - 04/25/2002
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
12/04/1991 - 07/01/1997
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
IA
Issued 09/19/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1994
Series 3 - National Commodity Futures Examination
BC
Issued 11/25/1991
Series 7 - General Securities 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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