Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter McGoldrick is a financial advisor with Stifel, Nicolaus & Company, Inc., with an office in Denver, Colorado. Peter specializes in portfolio management for individuals, businesses, and pooled investment vehicles. With over 14 years of experience in the financial industry, Peter brings a wealth of knowledge and expertise to help clients achieve their financial goals. Peter is a licensed and registered representative with a Series 7, 6, 86, and 87 licenses. Before joining Stifel, Nicolaus & Company, Inc., Peter was an advisor for T. Rowe Price Investment Services, Inc. in Baltimore, Maryland.
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.
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.
1
2
CO
12/09/2013 - Present
Stifel, Nicolaus & Company, Inc. (DENVER CO)
MD
01/12/2009 - 09/05/2013
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BC
Issued 03/05/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2014
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 01/18/2014
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/07/2013
Series 7 - General Securities Representative Examination
BC
Issued 01/09/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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