Peter HaselhoffCRD Number: 3055800
Current Firm: Wells Fargo Clearing Services, LLC
Peter Haselhoff (CRD# 3055800) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Beverly Hills, CA and has over 24 years of experience in the finance industry.
Awm Capital, LLC
Bluepoint Wealth Advisors
Wealth Management Partners Of Los Angeles
|Wells Fargo Clearing Services, LLC||Beverly Hills, CA||Sep 2017 - Current||4|
|Bank Of America, N.a.||Beverly Hills, CA||Sep 2009 - Sep 2017||8|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Beverly Hills, CA||Sep 2008 - Sep 2017||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1998|
|S65||NASAA Investment Advisors Law Examination||Jul 1998|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management647,796MILLIONS
Total Number of Accounts1,477,661ACCOUNTS
Average Account Value$438,393
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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