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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Scholze is an investment advisor representative with Alliancebernstein LP. Peter has been in the industry since January 1999 and has a wide range of experience in investment management, specializing in asset allocation, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Peter holds Series 7, 31, 63, and 65 licenses and is registered in multiple states. Peter has experience in various financial services industries and holds registrations in multiple states. Peter has worked with Alliancebernstein LP since 2000.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
11/20/2013 - Present
Alliancebernstein LP (LOS ANGELES CA)
NY
01/20/1999 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
IA
Issued 01/21/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 12/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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