Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Wills is an Investment Advisor Representative with RBC Capital Markets, LLC. Peter has been in the securities industry for 1 year. Peter's branch office is located in Clive, Iowa. Peter has passed the Series 66, Series 7TO and SIE exams. Peter's current registrations are active in Iowa and Texas. Peter is registered with FINRA and has a total of 22 approved state registrations. Peter is also registered with 2 other SROs. Peter works with individuals, high-net-worth individuals, corporations, and other businesses. Peter also works with insurance companies, charitable organizations, pooled investment vehicles, pension and profit-sharing plans, and state or municipal government entities. Peter provides advisory services such as financial planning, pension consulting, educational seminars, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. Peter is also involved in the family business, Wills Family Orchard, located in Adel, Iowa.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
IA
07/12/2023 - Present
RBC Capital Markets, LLC (CLIVE IA)
BOTH
Issued 07/01/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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