Unclaimed
Peter Williams is a financial advisor with Allspring Funds Management, LLC. Peter has over 11 years of experience in the financial services industry. Peter is registered with the state of Georgia and holds the Series 7, Series 66, and SIE licenses. Peter specializes in providing financial advice to individuals, businesses, and investment companies. Peter also has experience in portfolio management, asset allocation, and retirement planning. Peter has been with Allspring Funds Management, LLC since July 2022. Prior to that, Peter was with BLACKROCK INVESTMENTS, LLC for 10 years and BLACKROCK EXECUTION SERVICES for a year before that. Peter is dedicated to helping his clients achieve their financial goals and is committed to providing them with personalized service.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
GA
11/07/2022 - Present
Allspring Funds Management, LLC (Atlanta GA)
GA
10/15/2012 - 06/23/2022
BLACKROCK INVESTMENTS, LLC (Atlanta GA)
CA
08/22/2011 - 10/23/2012
BLACKROCK EXECUTION SERVICES (SAN FRANCISCO CA)
BOTH
Issued 10/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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