Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Donald Shelp is a financial advisor with over 35 years of experience in the industry. Peter currently works with Ameriprise Financial Services, LLC and holds both Broker-Dealer and Investment Advisor registrations. Peter is a Certified Financial Planner and a Chartered Financial Consultant. Peter's specialties include retirement planning, insurance, and investment planning. Peter has worked with a wide range of clients, including individuals, families, trusts, and businesses. Peter has been an active participant in the financial services industry, including serving as an industry arbitrator.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
1
2
DE
07/12/2024 - Present
Ameriprise Financial Services, LLC (Lewes DE)
PA
12/09/1996 - 07/15/2024
JANNEY MONTGOMERY SCOTT LLC (Wilkes-Barre PA)
PA
12/24/1991 - 12/11/1996
NORTHEAST CAPITAL MANAGEMENT, INC. (WILKES-BARRE PA)
TN
04/03/1991 - 12/05/1991
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
NY
05/02/1989 - 02/07/1991
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
01/05/1989 - 04/19/1989
INVESTMENT MANAGEMENT & RESEARCH, INC
NA
09/24/1985 - 05/08/1987
BUTCHER & SINGER INC.
BC
Issued 10/14/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/30/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Peter Shelp is the right advisor for you? Invested Better is here to help.
