Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Arthur Tedde is a financial advisor with over 30 years of experience in the industry. Peter is currently registered with Stonex Advisors Inc. and holds licenses in several states, including Indiana and Ohio. Prior to joining Stonex Advisors Inc., Peter worked for WRP INVESTMENTS, INC., ROYAL ALLIANCE ASSOCIATES, INC., and AMERICAN EXPRESS FINANCIAL ADVISORS INC. Peter has also worked as an insurance agent for a company in Youngstown, Ohio. Peter is a Series 7 and Series 66 licensed advisor. Peter specializes in providing financial consulting services, financial planning, pension consulting, and educational seminars. Stonex Advisors Inc. is a Registered Investment Advisor (RIA) with over $4 billion in assets under management. The firm provides financial planning, portfolio management, and retirement planning services to individuals, businesses, and institutions.
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.
Financial consulting services
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.
A percentage of the total value of assets under management is charged.
1
2
AL
01/30/2015 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
OH
03/05/1998 - 09/12/2014
WRP INVESTMENTS, INC. (YOUNGSTOWN OH)
AZ
02/15/1994 - 03/06/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MN
09/02/1992 - 02/16/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/02/1992 - 02/16/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/25/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Peter Tedde is the right advisor for you? Invested Better is here to help.
