Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Williams is a financial professional with over two decades of experience in the financial services industry. Peter has a strong track record of success in providing investment advice and portfolio management services to a diverse range of clients, including high-net-worth individuals, corporations, and institutions. Peter is currently registered with Stifel, Nicolaus & Company, Inc., where Peter provides a comprehensive range of financial services, including investment management, financial planning, and retirement planning. Peter has a deep understanding of the financial markets and a commitment to providing personalized service to help clients 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.
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.
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2
KY
10/03/2007 - Present
Stifel, Nicolaus & Company, Inc. (LOUISVILLE KY)
NY
08/11/2004 - 09/25/2007
SOLEIL SECURITIES CORPORATION (NEW YORK NY)
NY
01/17/2003 - 08/16/2004
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NJ
04/20/2001 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
MO
04/14/1997 - 08/19/1999
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
11/25/1996 - 04/15/1997
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
08/21/1996 - 10/18/1996
RESRV PARTNERS, INC. (NEW YORK NY)
MI
10/30/1995 - 01/26/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 10/06/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/27/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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