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 Perfetti is a financial advisor at Wells Fargo Clearing Services, LLC. Peter is a CERTIFIED FINANCIAL PLANNER™ professional with over 17 years of experience in the financial services industry. Peter has a broad range of experience, including experience with individual investors, corporations and institutional clients. Peter holds the Series 3, 7, 31, and 63 licenses as well as the Series 65 license. Peter is registered in 45 states and the District of Columbia. Peter joined Wells Fargo in May 2009. Peter was previously affiliated with Morgan Stanley DW Inc.
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
NJ
07/20/2016 - Present
Wells Fargo Clearing Services, LLC (LINWOOD NJ)
NJ
06/30/2006 - 09/01/2006
MORGAN STANLEY DW INC. (NORTHFIELD NJ)
IA
Issued 02/22/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2009
Series 3 - National Commodity Futures Examination
BC
Issued 07/29/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 06/29/2006
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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