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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Tsutae Morimoto is a financial advisor with Lido Advisors, LLC, a firm with offices in Los Angeles and San Diego, California. Peter has been in the financial services industry since 1998 and has a broad range of experience, having worked at several firms including Wells Fargo Advisors LLC and First Republic Securities Company, LLC. Peter holds the Series 63, Series 65, Series 7 and SIE licenses. Peter is a registered investment advisor in California, Florida, Montana and Texas.
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.
Strategic management for diversified investment portfolios.
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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2
CA
05/02/2023 - Present
Lido (LOS ANGELES CA)
CA
01/11/2019 - 05/23/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (SAN DIEGO CA)
CA
01/03/2011 - 01/15/2019
WELLS FARGO CLEARING SERVICES, LLC (RANCHO SANTA FE CA)
CA
12/13/2000 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (RANCHO SANTA FE CA)
CA
03/27/1998 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MN
12/01/1999 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
IA
Issued 11/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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