Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Justin Gardner is a financial advisor at Agw Capital Advisors, located in Tampa, Florida. Peter has over 20 years of experience in the financial services industry, including roles at Wachovia Securities Financial Network, LLC, Captrust Financial Advisors, LLC, First Union Securities, Inc., First Union Capital Markets Corp., and Salomon Smith Barney Inc. Peter holds the Series 7, Series 63 and Series 65 licenses. Peter also holds the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations. Peter has expertise in providing financial advice to a variety of clients including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Peter is also a member of the Board of Governors of the Tampa Yacht & Country Club and the Board of Directors of Ye Mystic Krewe of Gasparilla.
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.
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.
Project consulting or analysis
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.
Project based fees
1
2
FL
03/29/2018 - Present
AGW Capital Advisors (TAMPA FL)
FL
06/15/2002 - 05/04/2009
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (TAMPA FL)
NC
10/15/2001 - 06/15/2002
CAPTRUST FINANCIAL ADVISORS, LLC (CHARLOTTE NC)
MO
10/01/1999 - 09/07/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
09/30/1999 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
08/25/1999 - 09/13/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 12/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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