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 Eyestone is an investment advisor representative at Tolleson Private Wealth Management, a Registered Investment Advisor based in Dallas, Texas. Peter has over 20 years of experience in the financial services industry. He is a Series 7, Series 55, Series 63, and Series 66 licensed representative. Peter focuses on providing investment advisory and financial planning services to individuals, families, and trusts. He is committed to helping clients 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Investment due diligence and monitoring
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.
A percentage of the total value of assets under management is charged.
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TX
09/09/2021 - Present
Tolleson Private Wealth Management (DALLAS TX)
TX
09/17/2008 - 08/18/2016
DEUTSCHE BANK SECURITIES INC. (DALLAS TX)
TX
07/09/2004 - 09/24/2008
LEHMAN BROTHERS INC. (DALLAS TX)
NY
07/11/2003 - 07/20/2004
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
05/25/2001 - 02/04/2003
GOLDMAN, SACHS & CO. (NEW YORK NY)
NJ
06/20/2000 - 11/08/2000
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
03/02/2000 - 07/06/2000
DRESDNER KLEINWORT BENSON NORTH AMERICA LLC (NEW YORK NY)
MO
12/05/1994 - 06/01/1999
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 03/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/02/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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