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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Stokes is an Investment Advisor Representative with Pure Financial Advisors, LLC. Peter has been in the financial services industry since 1995. Peter has a strong track record of helping clients reach their financial goals. Peter holds the Series 63, 65, 7 and 8 licenses as well as the SIE and Series 31 designations. Peter is a Certified Financial Planner and is committed to providing his clients with personalized financial advice.
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.
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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CA
11/20/2024 - Present
Pure Financial Advisors, LLC (Woodland Hills CA)
NJ
02/03/2006 - 07/19/2017
FIDELITY BROKERAGE SERVICES LLC (MILLBURN NJ)
TX
06/20/2002 - 01/03/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NE
09/05/1997 - 05/22/2002
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
12/11/1995 - 08/26/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 11/23/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2001
Series 24 - General Securities Principal Examination
BC
Issued 12/14/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 07/19/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 12/09/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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