Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Staubitz is an investment advisor representative with Fidelity Personal And Workplace Advisors. Peter has been in the industry since February 2002 and is registered in Colorado and Texas. Peter has a broad range of experience, having worked with several firms over the years. Peter has earned several securities licenses and holds the Series 63, Series 66, Series 7, Series 9, Series 10, Series 24, Series 55, Series 57TO and SIE. Peter also holds a Principal license. Peter provides financial planning services, educational seminars, and portfolio management for businesses and individuals.
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.
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.
1
2
CO
12/21/2020 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CO
12/15/2014 - 08/17/2020
WELLS FARGO CLEARING SERVICES, LLC (BOULDER CO)
CO
09/19/2005 - 04/29/2014
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
IL
11/18/2004 - 06/30/2005
PETRA TRADING GROUP L.L.C. (ST. CHARLES IL)
IL
03/03/2003 - 01/23/2004
ASSENT LLC (BOLINGBROOK IL)
NY
11/04/2002 - 03/03/2003
ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)
NY
04/24/2001 - 08/06/2002
TERRA NOVA TRADING, L.L.C. (NEW YORK NY)
IL
01/17/2002 - 07/31/2002
MARKET WISE SECURITIES, LLC (CHICAGO IL)
NY
12/14/1999 - 10/23/2000
TERRA NOVA TRADING, L.L.C. (NEW YORK NY)
NY
06/11/1999 - 11/12/1999
E. D. & F. MAN INTERNATIONAL INC. (NEW YORK NY)
BOTH
Issued 12/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/19/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/13/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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