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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Hamilton Nee is a financial advisor with Wells Fargo Advisors Financial Network, LLC in Needham, MA. Peter has been in the industry since May 20, 2003 and holds the Series 7, Series 31, and Series 66 securities licenses. Peter has previously worked for UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Peter has specialized in providing investment advice for individuals, businesses, and charitable organizations. Peter provides portfolio management services, financial planning and investment consulting.
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.
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2
MA
10/14/2016 - Present
Wells Fargo Advisors Financial Network, LLC (NEEDHAM MA)
MA
01/15/2009 - 10/24/2016
UBS FINANCIAL SERVICES INC. (WELLESLEY MA)
MA
05/21/2003 - 01/21/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WELLESLEY HILLS MA)
BOTH
Issued 06/16/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 05/19/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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