Unclaimed
Peter H. Flemming is a financial advisor at Edward Jones. Peter has been in the industry since 2015 and has experience working with Morgan Stanley and Stifel, Nicolaus & Company, Incorporated. Peter is Series 7 and SIE licensed. Peter specializes in financial planning, pension consulting, and portfolio management. Peter is committed to helping his clients achieve their financial goals.
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.
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.
See schedule d - miscellaneous
1
2
MO
02/23/2024 - Present
Edward Jones (ST LOUIS MO)
NY
09/08/2016 - 01/30/2024
MORGAN STANLEY (New York NY)
NY
12/04/2015 - 08/30/2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW YORK NY)
NY
10/23/2015 - 12/04/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Peter Flemming is the right advisor for you? Invested Better is here to help.