Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter John Clarke is a financial advisor with over 35 years of experience in the industry. Peter is currently registered with both Rockefeller Financial LLC and Rockefeller Capital Management. Peter has worked for several firms in the past, including TRUIST INVESTMENT SERVICES, INC., BB&T SECURITIES, LLC, SCOTT & STRINGFELLOW, LLC, and WELLS FARGO ADVISORS, LLC. Peter provides a variety of services, including financial planning, portfolio management, and pension consulting. Peter is committed to helping clients achieve their 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.
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
FL
11/12/2021 - Present
Rockefeller Financial LLC (Palm Beach Gardens FL)
FL
02/17/2021 - 11/15/2021
TRUIST INVESTMENT SERVICES, INC. (Palm Beach FL)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
06/12/2009 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (MCLEAN VA)
VA
10/01/1999 - 06/15/2009
WELLS FARGO ADVISORS, LLC (MCLEAN VA)
NC
03/04/1988 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NA
09/24/1985 - 03/16/1988
DEAN WITTER REYNOLDS INC.
IA
Issued 11/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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