Unclaimed
Peter Scheffler is a financial advisor registered with &partners, LLC, with over 17 years of experience in the financial services industry. Peter has a strong background in financial planning and portfolio management. Peter is also a Registered Representative (RR) and Investment Advisor Representative (IAR).
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TN
03/07/2024 - Present
&partners (NASHVILLE TN)
MN
08/18/2022 - 01/08/2024
RBC CAPITAL MARKETS, LLC (MINNEAPOLIS MN)
MN
12/16/2013 - 08/08/2022
WELLS FARGO CLEARING SERVICES, LLC (MINNEAPOLIS MN)
MN
07/16/2013 - 12/09/2013
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
MN
01/03/2011 - 11/12/2012
WELLS FARGO ADVISORS, LLC (MINNEAPOLIS MN)
MN
08/10/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
WI
10/04/2005 - 01/25/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 02/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2011
Series 24 - General Securities Principal Examination
BC
Issued 04/29/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/09/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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