Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Kamil Dallalah is a financial advisor with Stifel, Nicolaus & Company, Inc. based in New York, NY. Peter has been in the industry since 2015 and has a strong track record of providing comprehensive financial planning and investment management services to a wide range of clients. Peter holds multiple licenses, including Series 79, 52 and 63. Peter's previous experience includes working with Mooreland Partners LLC and Raymond James & Associates, Inc..
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
NY
07/01/2019 - Present
Stifel, Nicolaus & Company, Inc. (NEW YORK NY)
NY
11/03/2016 - 07/02/2019
MOORELAND PARTNERS LLC (New York NY)
NY
12/20/2013 - 04/10/2015
RAYMOND JAMES & ASSOCIATES, INC. (NEW YORK NY)
BC
Issued 05/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2016
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 12/20/2013
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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