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 Parla is a registered representative of Wells Fargo Clearing Services, LLC. Peter has been in the industry since 2014. Peter holds Series 6, 7, 63 and 65 licenses. Peter also has been registered in California and Nevada and holds an Active status in both. Peter is also a registered investment advisor representative. Peter's current registrations are with Wells Fargo Clearing Services, LLC. Peter's firm has offices in El Dorado Hills and Sacramento, CA. Peter is associated with Wells Fargo Clearing Services, LLC since 2016. Peter provides investment advisory services to individuals, corporations, charitable organizations, trusts, 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.
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
CA
11/30/2020 - Present
Wells Fargo Clearing Services, LLC (EL DORADO HILLS CA)
IA
Issued 11/30/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/28/2014
Series 6 - Investment Company Products/Variable Contracts 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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