Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Braden is a financial advisor with Godsey & Gibb Wealth Management, a firm that manages between $1 billion and $10 billion in assets. Peter is registered with the Securities and Exchange Commission as an investment advisor representative in California, Kentucky, North Carolina, Pennsylvania, South Carolina, and Virginia. Peter Braden has experience in the financial services industry since 1988. Peter Braden has passed the Series 3, 7, 9, 10, 24, 63, and 65 exams and holds the Certified Financial Planner designation.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
Financial planning fees, tax preparation fees
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VA
05/01/2017 - Present
Godsey & Gibb Wealth Management (RICHMOND VA)
NJ
08/16/2005 - 12/17/2007
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NC
04/16/2003 - 05/06/2005
BACAP DISTRIBUTORS, LLC (CHARLOTTE NC)
NY
10/04/2001 - 12/17/2002
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
VA
05/05/1999 - 10/11/2001
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
VA
05/01/1998 - 05/05/1999
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
NC
01/22/1988 - 05/18/1998
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 05/01/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/29/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/09/1995
Series 24 - General Securities Principal Examination
BC
Issued 12/20/2012
Series 3 - National Commodity Futures Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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