Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Nathaniel Pulido is an Investment Advisor Representative at Ameriprise Financial Services, LLC. Peter is registered with FINRA as well as with the state regulators of Nevada, Texas, and 50 other states. Peter has been working in the financial services industry since June 15, 2022 and is currently licensed with Ameriprise Financial Services, LLC in Las Vegas, NV. Peter has experience with various investment products and services, including asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, and selection of other advisors. Peter works with clients of all types including individuals, high-net-worth individuals, trusts, estates, corporations, businesses, charitable organizations, and pension and profit-sharing plans.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
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2
NV
06/24/2024 - Present
Ameriprise Financial Services, LLC (Las Vegas NV)
IA
Issued 05/27/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2024
Series 24 - General Securities Principal Examination
BC
Issued 07/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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