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 Steiwer is an investment professional with over 40 years of experience in the financial services industry. Peter has been registered with Wells Fargo Clearing Services, LLC since 2008 and previously worked at A.G. Edwards & Sons, Inc. Peter is registered as an investment advisor representative in Connecticut and Texas. Peter has a strong track record of providing financial guidance and investment management services to individuals, families, and businesses.
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.
1
2
CT
07/15/2015 - Present
Wells Fargo Clearing Services, LLC (WESTPORT CT)
CT
11/13/1985 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GREENWICH CT)
NA
02/22/1984 - 11/21/1985
DREXEL BURNHAM LAMBERT INCORPORATED
NA
02/17/1982 - 09/23/1982
ALEX. BROWN & SONS
NA
01/31/1980 - 02/09/1982
PAINE, WEBBER, JACKSON & CURTIS INC.
NA
08/22/1979 - 01/31/1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
IA
Issued 06/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 42 - Registered Options Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1987
Series 3 - National Commodity Futures Examination
BC
Issued 08/18/1979
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe 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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