Unclaimed
Peter Veale is an investment banking professional with experience in the securities industry. Peter has been in the business for over 1 year, and has passed both the Securities Industry Essentials Examination (SIE) and the Investment Banking Registered Representative Examination (Series 79TO). Peter is currently registered with RBC Capital Markets, LLC and works out of their New York office. RBC Capital Markets is a large firm with over $50 billion in assets under management. They offer a variety of services, including financial planning, portfolio management for individuals, and investment banking services. Peter is a valuable asset to the firm, and his experience and expertise are sure to benefit their 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.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
NY
08/26/2024 - Present
RBC Capital Markets, LLC (NEW YORK NY)
BC
Issued 08/26/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/05/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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