Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Wallace is a financial advisor who has been in the industry since 2002. Peter is registered with Fidelity Personal and Workplace Advisors, a firm with over $1 trillion in assets under management. Peter is also a licensed real estate photographer. Peter has a variety of certifications and licenses, including Series 6, 7, and 66. Peter specializes in financial planning, portfolio management for individuals and businesses, and provides educational seminars for clients.
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.
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.
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.
1
2
NH
03/27/2020 - Present
Fidelity Personal AND Workplace Advisors (BEDFORD NH)
MA
06/23/2016 - 12/20/2016
GWFS EQUITIES, INC. (ANDOVER MA)
CO
10/03/2006 - 08/06/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
MO
09/24/1999 - 05/31/2005
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
BOTH
Issued 04/03/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2017
Series 7 - General Securities Representative Examination
BC
Issued 09/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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