Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Gordinier has been in the financial services industry since 1996. Peter is currently registered with Steward Partners Investment Advisory, LLC in Ramsey, NJ and New York, NY. Peter has experience with individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit-sharing plans, banking or thrift institutions, and state or municipal government entities. Peter provides financial planning, pension consulting, and selection of other advisors.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
NY
03/04/2022 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
NJ
03/03/2022 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (Ramsey NJ)
NJ
04/30/2009 - 03/09/2022
WELLS FARGO CLEARING SERVICES, LLC (RIDGEWOOD NJ)
NJ
03/29/1996 - 05/21/2009
CITIGROUP GLOBAL MARKETS INC. (PARAMUS NJ)
IA
Issued 04/26/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Peter Gordinier is the right advisor for you? Invested Better is here to help.
