Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Meizels is a financial advisor with over 30 years of experience in the industry. Peter is registered with Wells Fargo Clearing Services, LLC and has been with them since 2024. Prior to joining Wells Fargo Clearing Services, LLC, Peter was with Janney Montgomery Scott LLC, Stiefel, Nicolaus & Company, Incorporated, Wachovia Securities, LLC and Prudential Securities Incorporated. Peter specializes in providing investment consulting services to institutional clients, as well as financial planning, pension consulting, and selection of other advisors. Peter has a strong track record of success in helping clients achieve their financial goals.
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
FL
10/14/2024 - Present
Wells Fargo Clearing Services, LLC (SARASOTA FL)
NY
03/06/2009 - 08/03/2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED (WHITE PLAINS NY)
NY
07/01/2003 - 03/13/2009
WACHOVIA SECURITIES, LLC (NEW YORK NY)
NY
10/06/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/08/1993 - 10/13/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 01/17/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 05/25/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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