Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Lindberg is a financial advisor with over 28 years of experience in the industry. Peter is currently registered with Wells Fargo Advisors Financial Network, LLC and holds Series 63, 65, 7, and SIE licenses. Peter has also been previously registered with Wells Fargo Investments, LLC, BANC of America Investment Services, Inc., BA Investment Services, Inc., American Express Financial Advisors Inc. and IDS Life Insurance Company. Peter specializes in working with high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies. Peter provides financial planning, portfolio management, and investment consulting services to both individuals and businesses.
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.
1
2
CA
09/06/2024 - Present
Wells Fargo Advisors Financial Network, LLC (CAMARILLO CA)
CA
04/14/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (VALENCIA CA)
CA
07/12/1999 - 04/14/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SANTA CLARITA CA)
CA
07/10/1997 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
MN
09/01/1994 - 05/02/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/01/1994 - 05/02/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/24/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe 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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