Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Elliot Marshall is a financial advisor with over 30 years of experience in the industry. Peter currently works for Arete Wealth Advisors, LLC and is registered to provide investment advice in several states including New Jersey, New York and Texas. Peter specializes in helping individuals, families and businesses with their financial planning and investment management needs. He offers a wide range of services, including portfolio management, financial planning, and retirement 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.
Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Sharing in underwriting fees from an affiliated broker-dealer
1
2
IL
07/20/2022 - Present
Arete Wealth Advisors, LLC (CHICAGO IL)
NY
02/01/2019 - 07/21/2022
NATIONAL SECURITIES CORPORATION (MELVILLE NY)
NY
09/18/2008 - 02/07/2019
WELLS FARGO CLEARING SERVICES, LLC (GARDEN CITY NY)
NY
04/02/2007 - 10/01/2008
MORGAN STANLEY & CO. INCORPORATED (GARDEN CITY NY)
NY
02/27/1992 - 04/02/2007
MORGAN STANLEY DW INC. (GARDEN CITY NY)
IA
Issued 11/24/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 02/26/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Peter Marshall is the right advisor for you? Invested Better is here to help.
