Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Derensis is a financial advisor with over 28 years of experience in the industry. Peter Derensis has been registered with Wells Fargo Advisors Financial Network, LLC since January 2023. Previously, Peter worked for WELLS FARGO CLEARING SERVICES, LLC and CIBC WORLD MARKETS. Peter Derensis is a Certified Financial Planner™ professional and holds Series 63, 66, 7, and SIE licenses. Peter Derensis has a wide range of experience working with clients and providing investment advice. Peter Derensis specializes in working with individuals, high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, charitable organizations, banking or thrift institutions, and insurance companies. Peter Derensis provides a variety of financial planning services, including portfolio management, investment consulting services, and selection of other advisors.
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
NY
01/20/2023 - Present
Wells Fargo Advisors Financial Network, LLC (NORWICH NY)
NY
11/11/2009 - 01/20/2023
WELLS FARGO CLEARING SERVICES, LLC (NORWICH NY)
NY
06/25/1997 - 06/28/1999
CIBC WORLD MARKETS (NEW YORK NY)
NY
05/23/1994 - 05/19/1997
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BOTH
Issued 11/19/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Peter Derensis is the right advisor for you? Invested Better is here to help.
