Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Lincoln Black is a financial advisor at Wells Fargo Clearing Services, LLC, registered to provide investment advice in California and Texas. Peter has been in the financial services industry since January 2004. Prior to joining Wells Fargo Clearing Services, LLC, Peter was employed by WELLS FARGO INVESTMENTS, LLC in Laguna Beach, CA from January 2004 to January 2011. Peter is licensed to conduct securities business in 24 states, including California, Texas, New York, Florida, and Illinois. Peter holds the Series 66, Series 7, and SIE licenses. Peter is also registered to provide investment advice in California and Texas.
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
CA
10/14/2016 - Present
Wells Fargo Clearing Services, LLC (LAGUNA BEACH CA)
CA
01/28/2004 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (LAGUNA BEACH CA)
BOTH
Issued 02/19/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2004
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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