Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Bellson Levy is a financial advisor with over 40 years of experience in the industry. Peter is currently registered with Robert W. Baird & Co. Inc., where has been since August 2010. Previously, Peter worked at UBS Financial Services Inc. and Piper Jaffray & Co. Peter holds licenses in numerous states including Minnesota, California, Illinois, Massachusetts, and New York. Peter has extensive experience in a range of areas, including financial planning, portfolio management, and pension consulting.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
MN
01/09/2014 - Present
Robert W. Baird & Co. Inc. (MINNETONKA MN)
MN
08/12/2006 - 09/10/2010
UBS FINANCIAL SERVICES INC. (BLOOMINGTON MN)
MN
10/20/1982 - 08/12/2006
PIPER JAFFRAY & CO. (EDINA MN)
BOTH
Issued 07/17/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/24/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/1994
Series 3 - National Commodity Futures Examination
BC
Issued 10/16/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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