Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Haselhoff is a financial advisor with over 25 years of experience in the industry. Peter is currently registered with Wells Fargo Clearing Services, LLC and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Financial Services Inc. Peter holds a Series 7, Series 63, and Series 65 license. Peter provides a range of financial services to individuals, businesses, and institutions. These services include investment consulting, financial planning, pension consulting, and portfolio management. Peter also has experience working with a range of client types, including high-net-worth individuals, corporations, and charitable organizations. Peter is committed to providing personalized service and working closely with each client to understand their unique 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.
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
09/11/2017 - Present
Wells Fargo Clearing Services, LLC (BEVERLY HILLS CA)
CA
09/26/2008 - 09/05/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEVERLY HILLS CA)
CA
06/26/1998 - 10/03/2008
UBS FINANCIAL SERVICES INC. (BEVERLY HILLS CA)
IA
Issued 07/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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