Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Goudeau is a financial professional with over 20 years of experience in the financial services industry. Peter has a strong track record of providing comprehensive financial planning and investment management services to a wide range of clients, including high-net-worth individuals, families, trusts, estates, businesses, and charitable organizations. Peter is registered with Ameriprise Financial Services, LLC, and has held various licenses throughout their career, including Series 6, Series 7, Series 63, and Series 66. Peter is also a Chartered Financial Consultant (ChFC). In addition to their primary role as a financial advisor, Peter also provides insurance brokerage services.
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.
Asset allocation services
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.
1
2
TX
07/01/2020 - Present
Ameriprise Financial Services, LLC (Houston TX)
TX
08/12/2002 - 07/07/2020
NYLIFE SECURITIES LLC (HOUSTON TX)
BOTH
Issued 09/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/19/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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