Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Keith Imoberstag is a registered representative with Wells Fargo Clearing Services, LLC and has been in the industry for 2 years. Peter Keith Imoberstag is licensed to offer securities and investment advisory services in Washington. Peter Keith Imoberstag is a licensed representative with Wells Fargo Clearing Services, LLC since February 2022. The firm has a main office in St. Louis, MO and has over $10 billion - $50 billion in assets under management. The firm offers a variety of services, including financial planning, portfolio management, and investment consulting.
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
WA
07/23/2022 - Present
Wells Fargo Clearing Services, LLC (SEATTLE WA)
BOTH
Issued 07/22/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/18/2022
SIE - Securities Industry Essentials 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
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