Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Ferrante is a financial advisor who has been working in the industry since 1990. He is currently registered with Benjamin F. Edwards & Company, Inc. and has been with the firm since 2011. Peter holds Series 7, 9, 10, 31, 63, and 65 licenses, as well as the SIE certification. He is also a Certified Financial Planner. Peter specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Peter has previously worked with Wells Fargo Advisors, LLC, Legg Mason Wood Walker, Incorporated, and A.G. Edwards & Sons, Inc.
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.
A percentage of the total value of assets under management is charged.
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2
MO
10/28/2011 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
OH
08/19/2005 - 10/31/2011
WELLS FARGO ADVISORS, LLC (MENTOR OH)
MD
04/28/2000 - 08/23/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MO
12/17/1990 - 05/02/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 08/23/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/15/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 12/14/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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