Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Nigul Valvur is a registered representative with Wells Fargo Clearing Services, LLC. Peter has been in the securities industry since 2002. Peter's current registrations include Series 6, 7, 63, and 66 licenses. Peter also holds an active Investment Advisor representative license in Texas. Peter has previously held registrations with Citigroup Global Markets Inc., Citicorp Investment Services, and Cal Fed Investments. Peter is also active in the industry outside of the securities business and holds a vacation property.
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
CA
04/28/2022 - Present
Wells Fargo Clearing Services, LLC (WALNUT CREEK CA)
CA
05/29/2007 - 05/11/2012
CITIGROUP GLOBAL MARKETS INC. (WALNUT CREEK CA)
CA
02/05/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (PLEASANT HILL CA)
CA
05/31/2002 - 02/05/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
BOTH
Issued 05/31/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/30/2002
Series 6 - Investment Company Products/Variable Contracts 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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