Unclaimed
Peter Stockwell is an active investment advisor representative with Allstate Financial Advisors, LLC in Newton, CT. Peter's firm provides a variety of services to individuals, including other investment advisors. Peter has been in the industry since 2009 and has been associated with Allstate Financial Advisors, LLC since 2011. Peter has a Series 66, Series 7, and SIE license. Peter previously worked at Ameriprise Financial Services, Inc. in Norwalk, CT. Peter's specializations include life insurance and retirement plans.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Third party advisory fees
1
2
CT
01/05/2011 - Present
Allstate Financial Advisors, LLC (Newton CT)
CT
01/08/2009 - 10/01/2010
AMERIPRISE FINANCIAL SERVICES, INC. (NORWALK CT)
BOTH
Issued 01/28/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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