Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Stuart Edelstein is a financial advisor with over 25 years of experience in the industry. Peter is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Peter holds Series 63, 65, 66, and 7 licenses, as well as the SIE. Peter specializes in providing financial planning, investment management, and portfolio management services to individuals, families, and businesses. Peter also holds the Chartered Financial Consultant designation. Peter is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
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TX
06/16/2021 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
NY
01/10/1995 - 05/18/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
06/07/1993 - 01/09/1995
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BOTH
Issued 08/06/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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