Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Matthew Fountaine is a registered representative with Charles Schwab & CO., Inc. located in Omaha, NE. Peter has been in the securities industry since February 16, 2017 and is licensed in Nebraska. Peter has previously worked at TD AMERITRADE, INC.. Peter has passed the Series 63, Series 7 and SIE exams. The advisor's firm, Charles Schwab & CO., Inc., is an active Broker-Dealer and Investment Advisor and has over 919,128 clients. The firm has a large national presence and is well-regarded in the industry.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NE
05/10/2024 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
02/17/2017 - 05/10/2024
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 02/28/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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