Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Henry Orzel is a financial advisor with over 35 years of experience in the industry. Peter is currently registered with Wells Fargo Clearing Services, LLC. Previously, Peter was employed with A. G. Edwards & Sons, Inc., PaineWebber Incorporated, Advest, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Equitable Securities of New York, Inc. Peter is licensed to offer securities and investment advice in 25 states, as well as in New Jersey, New York, and Texas.
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
NY
01/22/2019 - Present
Wells Fargo Clearing Services, LLC (GARDEN CITY NY)
NY
04/11/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (HUNTINGTON NY)
NJ
12/11/1993 - 04/10/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
CT
04/06/1987 - 12/13/1993
ADVEST, INC. (HARTFORD CT)
NA
11/16/1993 - 12/07/1993
PAINEWEBBER INCORPORATED
NA
01/03/1986 - 02/03/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
05/21/1985 - 11/27/1985
EQUITABLE SECURITIES OF NEW YORK,INC.
IA
Issued 12/03/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/11/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2011
Series 3 - National Commodity Futures Examination
BC
Issued 03/29/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 05/18/1985
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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