Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Francis Wojanowski has been a registered representative in the securities industry since 1990. Peter is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in the state of Ohio, and in the state of Texas, Peter is a resident. Prior to Peter's current position, Peter was previously registered with Citigroup Global Markets Inc. and A. G. Edwards & Sons, Inc. Peter's specializations include fixed income, equities, options, mutual funds and variable annuities.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
08/08/2007 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (AKRON OH)
NY
08/22/2005 - 09/08/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/22/1991 - 09/02/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MO
12/20/1989 - 07/16/1991
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 10/31/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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