Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Lasch Wooldridge is a financial professional with over 20 years of experience in the industry. Peter is currently a registered representative with UMB Financial Services, Inc. in Dallas, TX. Peter has held previous roles with Esposito Securities, LLC, Tejas Securities Group, Inc., Southwest Securities, Inc., and D.A. Davidson & Co. Peter offers investment advice and portfolio management services to both individuals and businesses. Peter is committed to providing his clients with personalized financial guidance to help them achieve their financial goals.
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.
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.
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2
TX
04/07/2016 - Present
UMB Financial Services, Inc. (Dallas TX)
TX
05/01/2013 - 06/03/2015
ESPOSITO SECURITIES, LLC (DALLAS TX)
TX
10/18/2011 - 05/01/2013
TEJAS SECURITIES GROUP, INC. (DALLAS TX)
TX
02/12/2007 - 09/29/2011
SOUTHWEST SECURITIES, INC. (DALLAS TX)
MT
07/14/1997 - 12/06/2005
D.A. DAVIDSON & CO. (GREAT FALLS MT)
IA
Issued 07/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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