Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Lars Glaser is an active financial advisor with Wells Fargo Clearing Services, LLC. Peter is registered in 21 states and has been in the financial services industry since 1999. Peter holds several licenses and designations, including the Series 3, 7, 10, 63, and SIE licenses as well as the Certified Financial Planner designation. Peter has extensive experience with providing financial advice to individuals, corporations, and institutions. Prior to joining Wells Fargo, Peter worked at A. G. Edwards & Sons, 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.
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.
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2
CA
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (SAN JOSE CA)
CA
06/11/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (REDWOOD SHORES CA)
BC
Issued 06/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/17/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2009
Series 3 - National Commodity Futures Examination
BC
Issued 06/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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