Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Matheson is a financial advisor with Stifel, Nicolaus & Company, Inc. Peter has been in the financial industry since December 2005 and is registered with FINRA. Peter is licensed in Series 16 and has previous experience with J.P. Morgan Securities LLC and Credit Suisse Securities (USA) LLC. Peter specializes in providing financial advice to high-net-worth individuals, corporations, insurance companies, investment clubs, charitable organizations, pooled investment vehicles, banking or thrift institutions, pension and profit-sharing plans, and state or municipal government entities.
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
09/30/2019 - Present
Stifel, Nicolaus & Company, Inc. (BALTIMORE MD)
NY
09/26/2016 - 09/10/2018
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
04/08/2004 - 12/22/2015
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
03/04/2003 - 04/11/2003
DRESDNER KLEINWORT WASSERSTEIN SECURITIES LLC (NEW YORK NY)
BC
Issued 01/30/2003
Series 16 - NYSE Supervisory Analyst Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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