Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Nicoletti is a financial advisor who has been in the industry since 2000. Peter is currently registered with Stifel, Nicolaus & Company, Inc. in Florida and Texas. Peter has previously been registered with Wells Fargo Advisors, LLC, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Peter holds a Series 31, Series 63, Series 66, and Series 7 license. Peter's professional experience is in Portfolio Management for Individuals, Portfolio Management for Businesses, Pension Consulting, Portfolio Management for Pooled Investment Vehicles and Financial Planning. Peter is affiliated with the Historical Society of Palm Beach County, Opportunity Early Learning and Family Center, and PTCC PARTNERS.
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.
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
12/08/2015 - Present
Stifel, Nicolaus & Company, Inc. (PALM BEACH FL)
FL
01/09/2009 - 12/08/2015
WELLS FARGO ADVISORS, LLC (WEST PALM BEACH FL)
FL
04/02/2007 - 01/26/2009
MORGAN STANLEY & CO. INCORPORATED (W. PALM BEACH FL)
FL
05/07/2004 - 04/02/2007
MORGAN STANLEY DW INC. (W. PALM BEACH FL)
MO
04/14/2000 - 05/13/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 12/21/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 04/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Peter Nicoletti is the right advisor for you? Invested Better is here to help.
