Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Spiteri is a financial advisor with over 25 years of experience in the financial industry. Peter has held a variety of roles at firms such as TD Ameritrade, Inc., and Scottrade, Inc., and is currently a registered representative with Fidelity Personal and Workplace Advisors. Peter holds the Series 63, 66, 7, 10, and 9 licenses. He specializes in providing financial planning, investment management, and educational seminars to individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans.
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
MN
06/17/2021 - Present
Fidelity Personal AND Workplace Advisors (EDINA MN)
MN
02/26/2018 - 01/11/2021
TD AMERITRADE, INC. (EDINA MN)
MO
05/13/2009 - 02/26/2018
SCOTTRADE, INC. (ST LOUIS MO)
NJ
05/17/1996 - 02/12/2009
TD AMERITRADE, INC. (JERSEY CITY NJ)
NJ
02/26/2003 - 01/29/2004
R. J. THOMPSON SECURITIES, INC. (JERSEY CITY NJ)
NY
04/24/1996 - 05/08/1996
AMERICORP SECURITIES, INC. (NEW YORK NY)
NY
11/24/1995 - 03/28/1996
JOSEPH STEVENS & COMPANY, L.P. (BROOKLYN NY)
BOTH
Issued 05/02/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/16/2002
Series 4 - Registered Options Principal Examination
BC
Issued 12/22/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Peter Spiteri is the right advisor for you? Invested Better is here to help.
