Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Popovich is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Peter has been in the financial services industry since 1986. Peter has a Series 7, Series 63, and Series 65 license and has also passed the SIE exam. Peter is registered in 19 states and has a broad range of experience in providing investment advice to individuals and institutions. Peter's previous employers include Wells Fargo Clearing Services, LLC, David Lerner Associates, Inc., ABN AMRO Investment Services, Inc., ABN AMRO Securities (USA) Inc., EAB Securities, Inc., R. W. Ellwood & Co., Inc., Drexel Burnham Lambert Incorporated, Gruntal & Co. Incorporated, and Herzfeld & Stern Inc. Peter is also a trustee for a parent's trust, executor for a cousin's estate, and has a 20% ownership interest in Premier Wealth Management, LLC.
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
NY
04/08/2022 - Present
Wells Fargo Advisors Financial Network, LLC (BOHEMIA NY)
NY
07/27/2011 - 04/08/2022
WELLS FARGO CLEARING SERVICES, LLC (MELVILLE NY)
NY
04/15/1998 - 08/05/2011
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
IL
09/16/1996 - 01/13/1998
ABN AMRO INVESTMENT SERVICES, INC. (CHICAGO IL)
CT
01/12/1996 - 08/16/1996
ABN AMRO SECURITIES (USA) INC. (STAMFORD CT)
IL
07/08/1993 - 01/03/1996
ABN AMRO INVESTMENT SERVICES, INC. (CHICAGO IL)
NA
05/11/1992 - 07/08/1993
EAB SECURITIES, INC.
NY
05/28/1991 - 04/27/1992
R. W. ELLWOOD & CO., INC. (NEW YORK NY)
NA
07/14/1987 - 01/01/1988
DREXEL BURNHAM LAMBERT INCORPORATED
NA
10/01/1985 - 05/18/1987
GRUNTAL & CO. INCORPORATED
NA
12/21/1982 - 10/01/1985
HERZFELD & STERN INC.
IA
Issued 01/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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