Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Burbank is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Peter has been in the financial industry since September 16, 2008. Peter is registered with the state of Texas as an investment advisor representative. Burbank's current office is located in Wellesley, MA. Peter specializes in providing investment advisory services to individuals, businesses, and institutions. Peter is also registered as an investment advisor in Texas.
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.
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2
MA
05/02/2019 - Present
Wells Fargo Advisors Financial Network, LLC (WELLESLEY MA)
MA
09/17/2008 - 05/02/2019
WELLS FARGO CLEARING SERVICES, LLC (WELLESLEY MA)
IA
Issued 01/27/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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