PETER J. SEARLES, CFP

Financial Advisor

Senior Vice President - Investment Officer

Address: 100 WESTMINSTER STREET, SUITE 1600 , PROVIDENCE , RI 02903-2395
Phone: 401-459-6870  |  800-556-7560    Fax: 401-459-6898
Email: peter.searles@wellsfargoadvisors.com Compose mail in a new window

My Background

My Associate(s): Paula Salem, Senior Client Associate

My Experience

  • 2013 - Present : Wells Fargo Advisors, Senior VP-Investments
  • 2007 - 2013 : Morgan Stanley, First VP-Investments
  • 1998 - 2007 : Smith Barney, First VP-Investments
  • 1990 - 1997 : Weingeroff Enterprises, Chief Financial Officer
  • 1987 - 1990 : Peter J. Searles, CPA - Owner

My Education & Credentials

  • Master of Science in Taxation - Bentley College Graduate Sch
  • Bachelor of Science in Accounting - Providence College
Securities Registered in the following states: CA, CT, FL, GA, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, SC, TX
PETER J. SEARLES: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Rhode Island : PROVIDENCE Branch