Peter BeselCRD Number: 7134238
Current Firm: Parcion Private Wealth LLC
Peter Besel (CRD# 7134238) is an Investment Advisor Representative working at Parcion Private Wealth LLC in Bellevue, WA and has over 2 years of experience in the finance industry.
Harbour Investments, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Parcion Private Wealth||Bellevue, WA||Jan 2022 - Current||1|
|Parcion Private Wealth||Bellevue, WA||Dec 2020 - Jan 2022||1|
|Parcion Private Wealth||Bellevue, WA||Oct 2019 - Dec 2020||1|
|Unemployed||Seattle, WA||Oct 2017 - Dec 2020||3|
|Ubs Financial Services||Bellevue, WA||Jun 2019 - Oct 2019||< 1|
|Oki Golf||Redmond, WA||Jun 2017 - Oct 2018||1|
|Unemployed||Bellevue, WA||Sep 2013 - Jun 2017||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2021|
Total Assets Under Management1,745MILLIONS
Total Number of Accounts1,221ACCOUNTS
Average Account Value$1,429,492
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AZ, CA, ID, OR, TX, UT, WA
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