Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Mark Egge is a financial advisor with over 20 years of experience in the industry. Currently, Peter is a registered representative with Stifel, Nicolaus & Company, Inc. Peter previously worked for Friedman, Billings, Ramsey & Co., Inc. and TD Securities (USA) Inc.. Peter has a broad range of experience in the financial industry. Peter holds several licenses, including the Series 7, Series 24, Series 63, and Series 79TO licenses. Peter is registered to provide securities and investment advisory services in all states. Peter's areas of specialization include portfolio management for businesses, portfolio management for individuals, portfolio management for pooled investment vehicles, financial planning, pension consulting, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
MD
09/05/2008 - Present
Stifel, Nicolaus & Company, Inc. (BETHESDA MD)
VA
01/29/2004 - 09/02/2008
FRIEDMAN, BILLINGS, RAMSEY & CO., INC. (ARLINGTON VA)
NY
10/01/2001 - 01/16/2004
TD SECURITIES (USA) INC. (NEW YORK NY)
BC
Issued 11/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX 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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