Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Goletz is a financial advisor with Ameriprise Financial Services, LLC. Peter has been in the industry since January 25, 2001. Peter is registered as a Broker-Dealer and Investment Advisor in multiple states. Peter is a licensed investment advisor representative. Peter has passed the Uniform Investment Adviser Law Examination, the Uniform Securities Agent State Law Examination, the Securities Industry Essentials Examination and the General Securities Representative Examination. Peter has held previous positions with Oppenheimer & Co. Inc. and Citigroup Global Markets 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.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
CT
05/29/2019 - Present
Ameriprise Financial Services, LLC (New Haven CT)
CT
10/17/2007 - 05/24/2019
OPPENHEIMER & CO. INC. (STAMFORD CT)
CT
01/26/2001 - 10/22/2007
CITIGROUP GLOBAL MARKETS INC. (GUILFORD CT)
IA
Issued 04/16/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Peter Goletz is the right advisor for you? Invested Better is here to help.
