Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Michael Annicelli is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Peter has over 30 years of experience in the financial services industry. Peter has a strong background in investment management and is well-versed in a variety of investment strategies. Peter is dedicated to providing clients with personalized financial advice and investment solutions tailored to their specific needs.
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.
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.
Investment consulting services to institutional clients
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.
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2
MA
05/02/2019 - Present
Wells Fargo Clearing Services, LLC (NORWELL MA)
MA
11/14/2008 - 05/13/2019
UBS FINANCIAL SERVICES INC. (ROCKLAND MA)
MA
04/02/2007 - 11/17/2008
MORGAN STANLEY & CO. INCORPORATED (BOSTON MA)
MA
03/25/2003 - 04/02/2007
MORGAN STANLEY DW INC. (BOSTON MA)
NY
01/13/2001 - 04/08/2003
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
09/01/1997 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
07/01/1996 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
MA
08/20/1992 - 07/08/1996
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NY
06/27/1992 - 08/28/1992
AKIN BAY COMPANY (NEW YORK NY)
NY
05/03/1988 - 07/11/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
02/04/1984 - 05/13/1988
PAINEWEBBER INCORPORATED
IA
Issued 08/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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