Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Talluto is an investment advisor representative associated with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Peter has been in the industry for over 10 years, and has a Series 63, 66, 7, 9, 10, and 4 licenses as well as the SIE exam. Peter's specializations include financial planning, investment consulting services to institutional clients, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Peter's office is located in Chesterfield, MO.
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
MO
07/01/2024 - Present
Wells Fargo Advisors Financial Network, LLC (CHESTERFIELD MO)
BOTH
Issued 02/24/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2022
Series 4 - Registered Options Principal Examination
BC
Issued 12/14/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/30/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, 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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