Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Brown Stoneberg is a financial advisor located in Boulder, Colorado. Peter is registered with Weild & Co. and has been in the industry since June 26, 2010. Peter is a Series 7, Series 24, Series 63 and Series 79 licensed professional. Peter has previous experience working with Dresner Investment Services, Inc., NationsBanc Montgomery Securities LLC, Montgomery Securities, Broadview Associates, L.P., and Cruttenden & Co., Inc.
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.
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.
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2
CO
03/12/2020 - Present
Weild & Co. (BOULDER CO)
IL
08/30/2018 - 04/07/2020
DRESNER INVESTMENT SERVICES, INC. (CHICAGO IL)
NY
10/01/1997 - 01/19/1999
NATIONSBANC MONTGOMERY SECURITIES LLC (NEW YORK NY)
CA
07/01/1994 - 10/01/1997
MONTGOMERY SECURITIES (SAN FRANCISCO CA)
NY
08/19/1992 - 06/01/1994
BROADVIEW ASSOCIATES, L.P. (NEW YORK NY)
CA
10/19/1990 - 08/26/1992
CRUTTENDEN & CO., INC. (NEWPORT BEACH CA)
BC
Issued 09/24/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 07/24/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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