Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Krause is a financial advisor with Stifel, Nicolaus & Company, Inc. Peter has been in the industry since 1983, providing financial advice to individuals and businesses. Peter is registered to offer securities in Florida, Texas, and Wisconsin. In addition to offering financial planning and portfolio management services, Peter also offers education seminars to clients.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
09/11/2009 - Present
Stifel, Nicolaus & Company, Inc. (SARASOTA FL)
WI
04/13/2007 - 09/11/2009
UBS FINANCIAL SERVICES INC. (LACROSSE WI)
WI
09/11/2002 - 04/18/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LA CROSSE WI)
IL
07/20/1983 - 09/25/2002
B. C. ZIEGLER AND COMPANY (CHICAGO IL)
IA
Issued 06/10/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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