Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Sellwood is a financial advisor with over 15 years of experience in the industry. Peter is currently registered with Wells Fargo Clearing Services, LLC and is also registered in the state of Minnesota as an investment advisor representative. Peter's previous experience includes working with Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Charles Schwab & Co., Inc. and Thrivent Investment Management Inc. Peter has a wide range of experience in various financial areas including financial planning, portfolio management, and investment consulting. Peter is dedicated to providing personalized advice and helping clients 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.
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
MN
10/03/2023 - Present
Wells Fargo Clearing Services, LLC (MINNEAPOLIS MN)
MN
11/22/2013 - 07/09/2020
MORGAN STANLEY (WAYZATA MN)
ME
04/27/2010 - 11/26/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTLAND ME)
CO
07/19/2006 - 02/25/2010
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
CO
09/29/2005 - 07/19/2006
THRIVENT INVESTMENT MANAGEMENT INC. (LAFAYETTE CO)
NJ
11/14/2000 - 03/09/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 10/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Peter Sellwood is the right advisor for you? Invested Better is here to help.
