Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Bolay is a financial advisor who has been working in the industry since 1975. Peter is currently registered with LPL Financial LLC and provides financial services to clients in Nebraska and Texas. Prior to joining LPL Financial LLC, Peter was affiliated with Wells Fargo Clearing Services, LLC, A. G. Edwards & Sons, Inc., RBC Dain Rauscher Inc., Dain Rauscher Incorporated, R. G. Dickinson & Co., Dean Witter Reynolds Inc. and Dean Witter & Co. Incorporated.
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.
Consulting and other non-discretionary advisory services
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
NE
06/12/2020 - Present
LPL Financial LLC (OMAHA NE)
NE
01/01/2008 - 09/06/2019
WELLS FARGO CLEARING SERVICES, LLC (OMAHA NE)
NE
06/15/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (OMAHA NE)
NE
03/02/1998 - 06/21/2007
RBC DAIN RAUSCHER INC. (OMAHA NE)
NA
01/02/1991 - 03/02/1998
DAIN RAUSCHER INCORPORATED
IA
07/06/1987 - 01/04/1991
R. G. DICKINSON & CO. (DES MOINES IA)
NA
10/02/1974 - 07/11/1987
DEAN WITTER REYNOLDS INC.
NA
09/05/1974 - 02/24/1978
DEAN WITTER & CO. INCORPORATED
BOTH
Issued 10/10/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/15/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/03/1981
Series 4 - Registered Options Principal Examination
BC
Issued 12/13/1979
Series 12 - NYSE Branch Manager Examination
BC
Issued 11/13/1979
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1988
Series 15 - Foreign Currency Options Examination
BC
Issued 12/11/1982
Series 5 - Interest Rate Options Examination
BC
Issued 08/27/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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