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Peter Joseph Conlon

Nationwide Investment Services Corp.

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About Peter Joseph Conlon

Peter Joseph Conlon is a financial professional with over 25 years of experience in the industry. Peter has a strong track record of success in providing financial guidance to individuals and families. Peter is currently registered with Nationwide Investment Services Corp. and has previously held positions with firms such as Saybrus Equity Services, LLC and Allstate Financial Services, LLC.

Firm Information

Peter Conlon is currently registered with Nationwide Investment Services Corp.. Nationwide Investment Services Corp. is a corporation formed in 1974 and is approved to operate in all 50 states, the District of Columbia, and Puerto Rico. The firm is registered with the SEC and has a history of 4 disclosures related to regulatory events and 1 related to arbitration.

Not reported

Assets Under Management

Not reported

Total Clients

1,204

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Peter Conlon’s Registration & Firm History

OH

02/02/2022 - Present

Nationwide Investment Services Corp. (COLUMBUS OH)

CT

02/21/2020 - 01/04/2022

SAYBRUS EQUITY SERVICES, LLC (HARTFORD CT)

WI

09/16/2019 - 03/02/2020

ALLSTATE FINANCIAL SERVICES, LLC (Madison WI)

WI

11/09/2017 - 05/03/2019

ALLSTATE FINANCIAL SERVICES, LLC (Madison WI)

CO

10/30/2013 - 09/14/2017

TRANSAMERICA CAPITAL, INC. (DENVER CO)

AL

08/16/2011 - 10/29/2013

PROEQUITIES, INC. (BIRMINGHAM AL)

WI

04/21/2010 - 07/22/2011

MML INVESTORS SERVICES, LLC (MADISON WI)

NJ

11/09/1999 - 04/23/2009

SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)

NC

12/02/1997 - 05/25/1999

EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)

CA

10/10/1994 - 10/27/1997

AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)

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Licenses & Designations

BC

Issued 06/14/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/07/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter Joseph Conlon.
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