Profilo
Peter Nielsen worked as a Portfolio Manager at Independent Solutions Wealth Management LLC from 2021 to 2023 and at Foster Victor Wealth Advisors LLC.
He completed his undergraduate degree at Trinity Western University and earned an MBA from Simon Fraser University in 2006.
Precedenti posizioni note di Peter Nielsen
| Società | Posizione | Fine |
|---|---|---|
Independent Solutions Wealth Management LLC
 Independent Solutions Wealth Management LLC Investment ManagersFinance Independent Solutions Wealth Management LLC (Independent Solutions) is an independent, SEC-registered investment advisor headquartered in Williamsville, New York. The firm was founded by Glenn Wiggle and Mike Lomas in 2008. Independent Solutions provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans and trust programs. | Gestore di Portafoglio-Azioni | 01/02/2023 |
Foster Victor Wealth Advisors LLC
 Foster Victor Wealth Advisors LLC Investment ManagersFinance Foster Victor Wealth Advisors LLC (Foster Victor) is an independent, SEC-registered investment advisor headquartered in Greenville, South Carolina. Formerly known as Ben Advisors LLC, the firm was founded in 2016 and is wholly owned by Paul W. Foster, Robert T. Victor and Kylie K. Felker. Foster Victor offers investment management services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and business entities. | Gestore di Portafoglio-Azioni | 01/06/2021 |
Formazione di Peter Nielsen
| Trinity Western University | Undergraduate Degree |
| Simon Fraser University | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Independent Solutions Wealth Management LLC
Independent Solutions Wealth Management LLC Investment ManagersFinance Independent Solutions Wealth Management LLC (Independent Solutions) is an independent, SEC-registered investment advisor headquartered in Williamsville, New York. The firm was founded by Glenn Wiggle and Mike Lomas in 2008. Independent Solutions provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans and trust programs. | Finance |
Foster Victor Wealth Advisors LLC
Foster Victor Wealth Advisors LLC Investment ManagersFinance Foster Victor Wealth Advisors LLC (Foster Victor) is an independent, SEC-registered investment advisor headquartered in Greenville, South Carolina. Formerly known as Ben Advisors LLC, the firm was founded in 2016 and is wholly owned by Paul W. Foster, Robert T. Victor and Kylie K. Felker. Foster Victor offers investment management services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and business entities. | Finance |
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