PETER D. MCCOLGAN

Financial Advisor

Senior Vice President - Investments

Address: 8044 Montgomery Road, SUITE 570, TOWERS OF KENWOOD , Cincinnati , OH 45236
Phone: 513-985-2170  |  866-266-6148    Fax: 513-985-2099

My Background

My Associate(s): Margaret M. Kohl, Senior Registered Client Associate

My Experience

  • 2018 - Present : Wells Fargo Advisors, Senior Vice President - Investments
  • 2009 - 2018 : UBS Financial Services, Senior Vice President - Investments
  • 1990 - 2009 : Citigroup Global Markets, Senior Vice President - Investments

My Education & Credentials

  • Bachelor of Science - Miami University
Securities Registered in the following states: AZ, CA, FL, GA, IL, KY, MI, MN, NC, NJ, OH, SC, TN, WA, WI, WV
Insurance licensed in the following states: CA (Lic. # 0D06916)
PETER D. MCCOLGAN: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Ohio : Cincinnati Branch