Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Yensel has been in the financial services industry since September 4, 1991. Peter is currently registered with Amundi Asset Management US, Inc., in Boston, Massachusetts as a registered representative and investment advisor representative. Peter has held previous positions with Davis Distributors, LLC, Nuveen Investments, and Flagship Funds Inc. Peter has passed the Series 6, 7, 63, 65, and 66 exams as well as the Securities Industry Essentials Examination. Peter specializes in investments, managed accounts, portfolio management for individuals, investment companies, pooled investment vehicles and businesses.
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.
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.
Strategic management for diversified investment portfolios.
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.
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.
1
2
MA
05/22/2024 - Present
Amundi Asset Management US, Inc. (BOSTON MA)
NY
03/13/2001 - 12/31/2022
DAVIS DISTRIBUTORS, LLC (NEW YORK NY)
IL
01/01/1997 - 03/08/2001
NUVEEN INVESTMENTS (CHICAGO IL)
OH
08/21/1990 - 01/01/1997
FLAGSHIP FUNDS INC. (DAYTON OH)
BOTH
Issued 05/16/2024
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/14/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/20/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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