Unclaimed
Peter Domenico Dollive is an active investment advisor representative registered in Iowa and Texas. Peter has been in the financial industry for over 37 years. Peter is registered with Cambridge Investment Research Advisors, Inc., a registered investment advisor with offices in Fairfield, Iowa and Austin, Texas.
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.
Solicitation fees from 3rd party money managers
1
2
IA
05/10/2018 - Present
Cambridge Investment Research Advisors, Inc. (FAIRFIELD IA)
IA
09/16/1993 - 12/31/2001
ENERIC FINANCIAL SERVICES, INC. (FAIRFIELD IA)
CT
05/04/1987 - 11/26/1991
ADVEST, INC. (HARTFORD CT)
NA
06/24/1983 - 05/13/1987
E. F. HUTTON & COMPANY INC
IA
Issued 06/04/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/15/1994
Series 4 - Registered Options Principal Examination
BC
Issued 04/08/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/01/1983
Series 3 - National Commodity Futures Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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