Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter B. Strawitz is a financial advisor with Edward Jones. Peter has been in the industry since March 3, 2000, and has a wide range of experience in the financial services industry. Peter is registered with the following states: Alabama, Arkansas, Connecticut, Florida, Georgia, Idaho, Louisiana, Michigan, Mississippi, Nevada, North Carolina, Ohio, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, and West Virginia. Peter holds the Series 7 and Series 63 licenses as well as the SIE designation. Peter's previous work experience includes A. G. Edwards & Sons, Inc. and WELLS FARGO ADVISORS, LLC.
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.
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.
See schedule d - miscellaneous
1
2
LA
08/26/2014 - Present
Edward Jones (VILLE PLATTE LA)
LA
01/01/2008 - 05/31/2012
WELLS FARGO ADVISORS, LLC (OPELOUSAS LA)
LA
03/01/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (OPELOUSAS LA)
BC
Issued 03/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Peter Strawitz is the right advisor for you? Invested Better is here to help.
