Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Anthony Palmieri is a financial advisor at Wells Fargo Clearing Services, LLC, a firm with approximately $10 billion - $50 billion in regulatory assets under management. Peter has been a registered representative since April 1997 and an investment advisor representative since August 1999. Peter has passed the Series 63 and Series 65 exams.
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
NY
03/08/2021 - Present
Wells Fargo Clearing Services, LLC (BABYLON NY)
NY
03/28/2002 - 03/09/2021
BNY MELLON SECURITIES CORPORATION (UNIONDALE NY)
NJ
06/21/1999 - 03/21/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
01/14/1998 - 06/08/1999
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
04/07/1997 - 02/02/1998
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 08/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Peter Palmieri is the right advisor for you? Invested Better is here to help.
