Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Tampellini is a financial advisor with Benjamin F. Edwards & Company, Inc. Peter has over 30 years of experience in the financial services industry. Peter is registered in 33 states and holds Series 3, 7, 9, 10 and 63 licenses. Peter provides financial planning, pension consulting and portfolio management services to individuals, businesses and institutions.
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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2
MO
01/07/2021 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
NJ
01/01/2008 - 09/10/2012
WELLS FARGO ADVISORS, LLC (LINWOOD NJ)
NJ
03/16/1993 - 01/03/2008
A. G. EDWARDS & SONS, INC. (NORTHFIELD NJ)
NY
09/03/1991 - 09/11/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
12/05/1990 - 08/14/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
CO
04/18/1989 - 11/10/1989
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
BC
Issued 09/27/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/05/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2006
Series 3 - National Commodity Futures Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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