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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 Winter is a financial advisor with D.a. Davidson & Co., a firm that provides a wide range of financial services to individuals, businesses, and institutions. Peter has been in the financial services industry for over 27 years and has extensive experience in investment planning and wealth management. Previously, Peter worked at Wedbush Securities Inc., CRT Capital Group LLC, BMO Capital Markets Corp., Advest, Inc., CIBC World Markets Corp., First Manhattan Co., and PaineWebber Incorporated.
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.
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.
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2
NY
09/21/2022 - Present
D.a. Davidson & Co. (NEW YORK NY)
NY
09/06/2016 - 09/15/2022
WEDBUSH SECURITIES INC. (New York NY)
NY
06/02/2015 - 06/30/2016
CRT CAPITAL GROUP LLC (New York NY)
NY
02/16/2005 - 05/21/2015
BMO CAPITAL MARKETS CORP. (NEW YORK NY)
CT
11/14/2002 - 03/11/2005
ADVEST, INC. (HARTFORD CT)
NY
04/20/1998 - 09/06/2002
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
03/19/1998 - 04/07/1998
FIRST MANHATTAN CO (NEW YORK NY)
NY
02/16/1996 - 02/11/1998
NATWEST SECURITIES CORPORATION (NEW YORK NY)
NJ
06/13/1995 - 02/20/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 06/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/02/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 05/31/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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