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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 William Sinton has been in the financial services industry since February 1997 and is currently registered with &partners, a firm with over $1 billion in assets under management. Peter Sinton has over 25 years of experience providing financial services, and he has worked with clients to help them achieve their financial goals, including retirement planning, investment management, and estate planning. Peter Sinton is a Series 7, Series 24, and Series 63 licensed advisor. He is also registered in Missouri and has a strong understanding of the needs of individuals, families, and businesses.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TN
09/01/2023 - Present
&partners (NASHVILLE TN)
MO
10/05/2021 - 01/19/2023
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
02/18/2005 - 04/01/2020
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
NC
12/01/1999 - 02/23/2005
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
MO
10/01/1999 - 11/16/1999
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
07/15/1998 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
IL
07/28/1997 - 04/18/1998
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MI
08/22/1994 - 07/01/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
BC
Issued 09/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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