Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Bredo Stabell is a financial advisor with Wells Fargo Clearing Services, LLC. Peter has been working in the financial industry since 1970 and has a diverse range of experience. Peter holds licenses in several states, including Florida, New Jersey, and New York. Peter is able to provide a variety of services, including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.
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
FL
07/27/2021 - Present
Wells Fargo Clearing Services, LLC (MIRAMAR BEACH FL)
NY
08/25/1989 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
04/11/1988 - 08/25/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
01/29/1987 - 03/11/1988
MOSELEY SECURITIES CORPORATION
NA
06/18/1982 - 02/27/1987
SHEARSON LEHMAN BROTHERS INC.
NA
01/26/1979 - 03/24/1982
KIDDER, PEABODY & CO. INCORPORATED
NA
11/22/1977 - 02/10/1979
SHEARSON LOEB RHOADES INC.
NA
11/17/1976 - 11/22/1977
SHEARSON HAYDEN STONE INC.
NA
11/08/1974 - 11/17/1976
SHEARSON HAYDEN STONE INC.
NA
04/05/1974 - 11/08/1974
HAYDEN STONE INC.
NA
12/15/1972 - 03/01/1974
BRAGER & COMPANY INCORPORATED
NA
11/08/1971 - 12/14/1972
HALLE & STIEGLITZ INC
NA
05/14/1970 - 09/18/1971
OPPENHEIMER & CO., INC.
IA
Issued 12/05/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1977
PC - AMEX Put and Call Exam
BC
Issued 05/11/1970
Series 1 - Registered Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Peter Stabell is the right advisor for you? Invested Better is here to help.
