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Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed

T. Rowe Price Associates, Inc.

location

Sudbury, MA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Peter C. Foley is a financial advisor at T. Rowe Price Associates, Inc. with over 10 years of experience in the financial industry. Peter has held previous roles with Putnam Retail Management Limited Partnership and American Century Investment Services Inc.. Peter has a wide range of experience and licenses, including Series 6, 7, 63, 65, and 66. Peter specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Tschetter Group | CFP ®,CFA ® (Certifications)

location

BELLEVUE, WA

0 Disclosures

ADVISOR BIO

Peter Jacobs is a financial advisor at Tschetter Group in Bellevue, Washington. Peter has over 20 years of experience in the financial services industry. Peter is a Certified Financial Planner and Chartered Financial Analyst. Peter specializes in providing financial planning, investment management, and retirement planning services. Peter also serves as a partner in JHH Partners, LLC, a private investment firm. Peter is registered with the state of Washington and holds the following licenses: Series 7, Series 16, Series 24, Series 63, and Series 87.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Goldman Sachs & Co. LLC

location

BOSTON, MA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Peter Corbett is a financial professional with over 15 years of experience in the industry. Peter is a registered representative and investment advisor representative with Goldman Sachs & Co. LLC, where Peter has been employed since 2007. Peter holds a variety of licenses and certifications, including Series 3, 7, 24, 55, 57TO, and 63.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Robert W. Baird & Co. Inc.

location

North Shore, WI

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Peter Joseph Ament is an investment advisor representative with Robert W. Baird & Co. Inc.. Peter has been in the financial services industry since June 1993. Peter is a licensed investment advisor in Wisconsin, Texas and Florida. Peter has Series 63, 65, 7 and SIE securities licenses. Peter is registered to offer investment advice in Alaska, Arizona, Arkansas, California, Colorado, Florida, Illinois, Iowa, Massachusetts, Michigan, Minnesota, New Mexico, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Utah, Washington, and Wisconsin. Peter has previously worked at Northwestern Mutual Investment Services, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Oppenheimer & Co. Inc.

location

NEW YORK, NY

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Peter Eugene Bennett is a financial advisor with Oppenheimer & Co. Inc. Peter has been in the industry since 1989 and has worked at several firms including Northland Securities, Inc., Needham & Company, LLC and Lehman Brothers Inc. Peter holds the Series 7, Series 24, Series 63, Series 79TO, and SIE licenses. Peter specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

PITTSBURGH, PA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Peter Albert Seppi is a registered investment advisor representative with Stifel, Nicolaus & Company, Inc.. Peter has been in the industry since 1995 and is registered in Pennsylvania. Peter has passed the Series 7, Series 31, Series 63, and Series 65 exams. Peter is also registered in 17 states as a broker. Peter provides a range of investment services to individuals, corporations, and institutions. Peter's current registrations include Stifel, Nicolaus & Company, Inc. and Morgan Stanley DW Inc. Prior to joining Stifel, Nicolaus & Company, Inc., Peter worked at Ryan Beck & Co. and Morgan Stanley DW Inc.. Peter's areas of specialization include portfolio management, financial planning, and pension consulting. Peter is also an active member of the community and has been involved in several charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Amundi Asset Management US, Inc.

location

BOSTON, MA

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Peter Yensel has been in the financial services industry since September 4, 1991. Peter is currently registered with Amundi Asset Management US, Inc., in Boston, Massachusetts as a registered representative and investment advisor representative. Peter has held previous positions with Davis Distributors, LLC, Nuveen Investments, and Flagship Funds Inc. Peter has passed the Series 6, 7, 63, 65, and 66 exams as well as the Securities Industry Essentials Examination. Peter specializes in investments, managed accounts, portfolio management for individuals, investment companies, pooled investment vehicles and businesses.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Knights OF Columbus Asset Advisors LLC

location

New Carlisle, OH

0 Disclosures

ADVISOR BIO

Peter Holm is a registered Investment Advisor Representative with Knights Of Columbus Asset Advisors LLC. Peter Holm is licensed in Ohio. Peter Holm has been in the financial services industry since January 2011. Peter Holm has one state exam, the Series 65: Uniform Investment Adviser Law Examination. Peter Holm also works for Knights of Columbus Insurance, where Peter Holm is a field agent.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Dakota Wealth, LLC

location

PALM BEACH GARDENS, FL

0 Disclosures

ADVISOR BIO

Peter John Raimondi is an investment advisor representative with Dakota Wealth, LLC. Peter is registered with the state regulators in Florida, Massachusetts and Texas. Peter has been in the financial services industry since 1984.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Investment Companies
OUTSOURCED INVESTMENT ADVISORY SERVICES FOR OTHER ADVISERS; TAX PREPARATION/FILING
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fisher Investments

location

Tampa, FL

0 Disclosures

ADVISOR BIO

Peter James Walsh is an investment advisor representative with Fisher Investments. Peter has been in the industry since 1994 and has a broad range of experience in the financial services field. Peter holds the Series 3, 7, 63, 65, and SIE licenses. Peter is currently registered with the state of Florida as an Investment Advisor Representative, and with the state of Texas as an Investment Advisor Representative - Resident.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles

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