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Peter Anthony Michels

Truist Securities, Inc.

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About Peter Anthony Michels

Peter Michels is a Financial Advisor at Truist Securities, Inc. Peter has over 20 years of experience in the financial services industry. Peter holds Series 7, 9, 10, 24, 55, 57, and 63 licenses, and is registered with FINRA. Peter was previously registered with Scotia Capital (USA) Inc. and Credit Suisse Securities (USA) LLC. Peter's previous experience included positions at Credit Suisse Securities (USA) LLC and Scotia Capital (USA) Inc.

Firm Information

Peter Michels is currently registered with Truist Securities, Inc.. Truist Securities, Inc. is a Corporation formed in July 1972. The firm is registered with the SEC and in all 50 states, as well as in the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

309

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Peter Michels’s Registration & Firm History

NY

08/08/2023 - Present

Truist Securities, Inc. (NEW YORK NY)

NY

08/01/2018 - 07/10/2020

SCOTIA CAPITAL (USA) INC. (NEW YORK NY)

NY

10/27/1997 - 07/11/2018

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/06/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/27/2023

Series 24 - General Securities Principal Examination

BC

Issued 06/27/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 06/27/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 06/27/2023

Series 7TO - General Securities Representative Examination

BC

Issued 06/27/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/02/1998

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 10/17/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Peter Anthony Michels.
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