Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Gibson is a financial advisor with Wells Fargo Clearing Services, LLC. Peter has been in the industry since 2009 and has experience working for Morgan Stanley and UBS Financial Services Inc. Peter is registered with the state of California as both a broker-dealer and an investment advisor representative. Peter holds the Series 7, Series 66, and SIE exams. Peter provides financial planning, portfolio management for individuals and businesses, pension consulting, selection of other advisors, and investment consulting services to institutional clients.
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
CA
09/10/2021 - Present
Wells Fargo Clearing Services, LLC (STOCKTON CA)
CA
02/06/2012 - 09/29/2021
MORGAN STANLEY (STOCKTON CA)
CA
12/24/2009 - 02/14/2012
UBS FINANCIAL SERVICES INC. (STOCKTON CA)
BOTH
Issued 01/07/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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