Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Edward Silber is a financial advisor with over 20 years of experience in the financial industry. Peter is currently registered with The Wealth Alliance, LLC in New York and Texas. Peter has a strong track record of success in providing financial planning and investment management services to a wide range of clients, including individuals, families, businesses, and retirement plans. Peter holds a Series 7, Series 6, Series 63, Series 31, and Series 66 licenses, as well as the SIE exam. Peter is a CERTIFIED FINANCIAL PLANNER™ professional. Peter is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
05/05/2020 - Present
THE Wealth Alliance, LLC (Mellville NY)
NY
06/01/2009 - 08/28/2019
MORGAN STANLEY (MELVILLE NY)
NY
02/13/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MELVILLE NY)
NY
05/28/2004 - 03/04/2009
UBS FINANCIAL SERVICES INC. (MELVILLE NY)
NY
10/22/1999 - 02/05/2002
WALL STREET ACCESS (NEW YORK NY)
DC
12/22/1997 - 04/01/1999
SEDGWICK INVESTMENTS, INC. (WASHINGTON DC)
BOTH
Issued 06/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 05/27/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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