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 advisor with Ameriprise Financial Services, LLC in Houston, TX. Peter has been in the industry since 2012 and has a Series 7, Series 63, and Series 66 license as well as the SIE exam. Previously, Peter was affiliated with NYLIFE SECURITIES LLC. Peter also holds the Certified Financial Planner designation. Peter provides financial planning, portfolio management, and asset allocation services to individuals, businesses, trusts/estates, insurance companies, pension and profit-sharing plans, and charitable organizations. Peter has been registered with Ameriprise Financial Services, LLC since July 2020 and has offices in Houston, TX.
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.
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2
TX
07/01/2020 - Present
Ameriprise Financial Services, LLC (Houston TX)
TX
12/22/2012 - 07/07/2020
NYLIFE SECURITIES LLC (HOUSTON TX)
BOTH
Issued 09/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/23/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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