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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 Costello is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Peter has been in the industry since 1995 and has a strong track record of providing financial advice to individuals, families, and businesses. Peter is dedicated to providing personalized financial advice and helping clients reach their financial goals. Peter has expertise in a variety of financial areas, including retirement planning, investment management, and estate planning.
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
NJ
05/12/2023 - Present
Wells Fargo Advisors Financial Network, LLC (WESTFIELD NJ)
NJ
10/01/2000 - 05/12/2023
WELLS FARGO CLEARING SERVICES, LLC (SUMMIT NJ)
NC
05/01/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
08/16/1996 - 05/01/1998
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
CA
02/16/1996 - 08/12/1996
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
MA
09/27/1995 - 02/21/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NJ
08/01/1995 - 09/05/1995
DBC SECURITIES, INC. (WEST ORANGE NJ)
BOTH
Issued 07/24/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/02/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/30/1999
Series 24 - General Securities Principal Examination
BC
Issued 05/12/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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