Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Moehrke is a registered representative with Wells Fargo Clearing Services, LLC. Peter has been in the industry since 1989 and has experience with several other firms, including Morgan Stanley DW Inc., Spelman & Co., Inc., and Quest Capital Strategies, Inc. Peter has a series 3, series 7 and a series 63 license and has been registered with the state of Texas since 2017. Peter provides investment consulting services to institutional clients and also specializes in 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
1
2
CA
02/16/2017 - Present
Wells Fargo Clearing Services, LLC (SAN DIEGO CA)
NY
01/16/1997 - 09/27/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
AZ
04/26/1994 - 01/03/1997
SPELMAN & CO., INC. (PHOENIX AZ)
CA
08/05/1993 - 04/05/1994
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
NY
02/05/1991 - 08/06/1991
NEW ENGLAND SECURITIES (NEW YORK NY)
NJ
12/22/1989 - 01/10/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
12/22/1989 - 01/10/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
CA
10/25/1989 - 12/12/1989
BARABAN SECURITIES, INC. (LOS ANGELES CA)
BC
Issued 05/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
BC
Issued 12/27/1988
Series 3 - National Commodity Futures Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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