Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Frederick Angle is a financial advisor registered with Wells Fargo Clearing Services, LLC. Peter is located in Beverly, MA and has been working in the financial services industry since 2004. Peter has experience with individuals, high-net-worth individuals, corporations, trusts, estates, charitable organizations, and pensions. Peter has held previous positions at UBS Financial Services Inc., Fidelity Brokerage Services LLC, Fifth Third Securities, Inc., and Morgan Stanley DW 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.
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.
Investment consulting services to institutional clients
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
MA
03/04/2019 - Present
Wells Fargo Clearing Services, LLC (BEVERLY MA)
MA
09/06/2011 - 07/21/2016
UBS FINANCIAL SERVICES INC. (PEABODY MA)
MA
09/15/2005 - 09/06/2011
FIDELITY BROKERAGE SERVICES LLC (BURLINGTON MA)
OH
07/28/2005 - 09/02/2005
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
NY
08/05/2004 - 05/02/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/08/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2016
Series 31 - Futures Managed Funds Examination
BC
Issued 08/04/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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