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 Quehl is a financial advisor with over 30 years of experience in the industry. Peter is a registered representative of Osaic Wealth, Inc. and has held previous positions with Woodbury Financial Services, Inc., Wells Fargo Clearing Services, LLC, Chase Investment Services Corp., Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Vision Investment Services, Inc., Focused Investments L.L.C. and MIMLIC Sales Corporation. Peter has a broad range of experience and holds multiple licenses, including Series 6, 7, 24, 63, and 66. Peter provides a variety of financial services, including financial planning, portfolio management, and pension consulting. Peter specializes in working with individuals, families, and businesses to 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.
Seminars designed to boost your financial literacy and investment knowledge.
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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WI
01/19/2024 - Present
Osaic Wealth, Inc. (FOND DU LAC WI)
WI
04/14/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (FOND DU LAC WI)
WI
09/30/2011 - 04/25/2023
WELLS FARGO CLEARING SERVICES, LLC (WEST ALLIS WI)
WI
11/16/2009 - 10/03/2011
CHASE INVESTMENT SERVICES CORP. (MILWAUKEE WI)
WI
06/01/2009 - 12/01/2009
MORGAN STANLEY SMITH BARNEY (MILWAUKEE WI)
WI
08/10/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MILWAUKEE WI)
FL
05/19/1999 - 12/31/2005
VISION INVESTMENT SERVICES, INC. (MIAMI FL)
IL
05/10/1995 - 05/21/1998
FOCUSED INVESTMENTS L.L.C. (CHICAGO IL)
MN
05/28/1992 - 03/31/1995
MIMLIC SALES CORPORATION (ST. PAUL MN)
BOTH
Issued 3/23/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/1/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1997
Series 7 - General Securities Representative Examination
BC
Issued 5/26/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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