Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Shanovich is a financial advisor with Stifel, Nicolaus & Company, Inc., where Peter has been employed since March 2018. Peter has been in the financial services industry since August 1995. Peter holds the following securities licenses: Series 7, Series 63, and Series 65. Peter is also registered to provide investment advice in Arizona, California, Connecticut, Florida, Illinois, Indiana, Michigan, Minnesota, Nevada, New York, Oregon, Texas, Virginia, Washington, and Wisconsin. Peter specializes in providing financial advice to individuals, businesses, and institutional 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.
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.
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.
1
2
WI
03/16/2018 - Present
Stifel, Nicolaus & Company, Inc. (WEST BEND WI)
WI
08/16/1995 - 03/16/2018
B. C. ZIEGLER AND COMPANY (WEST BEND WI)
IA
Issued 10/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX 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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