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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 Mirabelli is a financial advisor at Wells Fargo Clearing Services, LLC, with over 46 years of experience in the financial services industry. Peter has a broad range of experience, including expertise in portfolio management for businesses and individuals, as well as investment consulting services to institutional clients. Peter holds the Series 7, Series 63, and Series 65 licenses and has been a registered representative since 1976. Peter is also a registered investment advisor in Florida. In addition to his work with Wells Fargo Advisors, Peter is a racing stable owner, a trustee for his mother's trust, and is registered in 11 states.
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
FL
07/01/2003 - Present
Wells Fargo Clearing Services, LLC (BOCA RATON FL)
NY
09/15/1989 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
09/22/1976 - 09/15/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
IA
Issued 12/11/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1977
PC - AMEX Put and Call Exam
BC
Issued 09/18/1976
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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