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Connors Investor Services Inc. | CFA ® (Certifications)

location

WYOMISSING, PA

0 Disclosures

ADVISOR BIO

Peter James Connors is a registered Investment Advisor Representative with Connors Investor Services Inc. since August 2002. Connors is a Chartered Financial Analyst and specializes in providing portfolio management services for individuals, businesses, investment companies and pooled investment vehicles. Peter has experience with providing investment advice to high net worth individuals, corporations, charitable organizations, and state or municipal government entities.

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
location

WILMINGTON, DE

0 Disclosures

ADVISOR BIO

Peter J Hackenbrack is an Investment Advisor Representative with Diversified, LLC, a firm that provides financial planning, portfolio management, and pension consulting services. Peter is registered with the state of Pennsylvania and Texas. Peter has been in the industry since January 2017. Previously, Peter was affiliated with Securian Financial Services, Inc. Prior to his financial services career, Peter worked in the arena management industry with SMG-John Paul Jones Arena and SMG-BOK Center. Peter specializes in financial planning for individuals, businesses, and pooled investment vehicles.

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

Radcliffe Capital Management, LP

location

BALA CYNWYD, PA

0 Disclosures

ADVISOR BIO

Peter Kramme is an Investment Advisor Representative with Radcliffe Capital Management, LP, and has been in the industry for over 2 years. Peter holds the Series 7TO, SIE and Series 66 licenses. Peter has a diverse background in various industries including education, construction, and finance. Prior to joining Radcliffe Capital Management, LP, Peter worked at The Vanguard Group, Inc. and Gunton Corporation. Peter is a highly experienced professional and can provide investment advice and portfolio management for pooled investment vehicles, businesses and government entities.

SPECIALIZATIONS

Portfolio Management for Businesses
PORTFOLIO MGMT FOR GOVERNMENT ENTITIES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fisher Investments | CFP ® (Certifications)

location

MADISON, NJ

0 Disclosures

ADVISOR BIO

Peter Chandler is a financial advisor at Fisher Investments. Peter has been in the financial services industry for over 20 years. Peter is licensed to provide investment advice in New Jersey and Texas. Peter is also a Certified Financial Planner. Peter has experience working with various clients, including high-net-worth individuals, corporations, and charitable organizations. Prior to joining Fisher Investments, Peter worked at CION Securities, LLC in New York, NY and Sun Life Financial Distributors, Inc. in Wellesley Hills, MA.

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
Unclaimed

Robert W. Baird & Co. Inc.

location

MILWAUKEE, WI

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Peter R. Duback is a financial advisor currently employed by Robert W. Baird & Co. Inc. and registered with FINRA and the states of Florida and Wisconsin. Peter has been in the financial services industry since 2008 and has passed several professional examinations. Peter is experienced in providing financial services including financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses, individuals, investment companies and pooled investment vehicles. Peter has experience working with individuals, high net worth individuals, corporations and other businesses, investment companies, insurance companies, charitable organizations, state or municipal government entities, pension and profit sharing plans, and other investment advisers.

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

Goldman Sachs & Co. LLC

location

NEW YORK, NY

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Peter Foley is a registered representative with Goldman Sachs & Co. LLC. Peter has been in the industry since 2018 and has a strong background in financial markets. Peter has a wide range of experience in providing financial advice and investment services. Peter has passed the Series 63, SIE and Series 7 exams. Peter is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. Before working with Goldman Sachs, Peter worked at CREDIT SUISSE SECURITIES (USA) LLC.

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

Northeast Financial Group, Inc.

location

WYOMISSING, PA

0 Disclosures

ADVISOR BIO

Peter Christopher Pape is a registered Investment Advisor Representative at Northeast Financial Group, Inc. in Wyomissing, Pennsylvania. Peter has been in the industry since 2017. Peter has worked with AXA Advisors, LLC and Leigh Baldwin & Co., LLC. Northeast Financial Group, Inc. is an independent firm based in Allentown, Pennsylvania. The firm manages more than $1 billion in client assets.

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

Tolleson Private Wealth Management

location

DALLAS, TX

0 Disclosures

ADVISOR BIO

Peter Mark Eyestone is an investment advisor representative at Tolleson Private Wealth Management, a Registered Investment Advisor based in Dallas, Texas. Peter has over 20 years of experience in the financial services industry. He is a Series 7, Series 55, Series 63, and Series 66 licensed representative. Peter focuses on providing investment advisory and financial planning services to individuals, families, and trusts. He is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
INVESTMENT DUE DILIGENCE AND MONITORING
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Allspring Funds Management, LLC

location

Menomonee Falls, WI

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Peter Joseph Syslack is a registered representative and investment advisor representative. Peter has been in the securities industry since June 1994. Peter is currently registered with Allspring Funds Management, LLC. Peter is also registered with the state of Wisconsin. Peter has passed the Series 6, 7, 24, 53, 63, and 65 exams. Peter has been a registered representative and investment advisor representative in the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Peter's current firm Allspring Funds Management, LLC, is a large firm with over 300 billion dollars under management. The firm provides investment advice to individuals, businesses, investment companies, and pooled investment vehicles. The firm provides portfolio management services and also selects other advisors.

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

Oppenheimer & Co. Inc.

location

NEW YORK, NY

experience

43 Years Experience

disclosure

5 Disclosures

ADVISOR BIO

Peter Henry Wagner is a registered representative with Oppenheimer & Co. Inc. located in New York, NY. Peter Wagner has been in the industry since 1981. Peter Wagner is also registered as an investment advisor representative in Texas. Peter Wagner is licensed to provide financial planning and portfolio management services to individuals, businesses, and pooled investment vehicles.

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

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