Peter Tompkins Wheeler

Direttore/Membro del Consiglio presso Financial Services Institute of Australasia

Consumer Services

Finance

Commercial Services

Profilo

Mr. Peter T.
Wheeler is President at Commonwealth Equity Services, Inc. He is on the Board of Directors at Financial Services Institute of Australasia.
Prior to joining Commonwealth Equity Services in 1984, Mr. Wheeler has served as vice chairman on FINRA's District II Business Conduct Committee and currently serves as a member of the Independent Dealer/Insurance Affiliate Committee.
He is also on the board of directors for the Financial Services Institute, an organization whose purpose is to act as the voice for independent contractor broker/dealers nationwide.
Mr. Wheeler debut into the financial services industry was as a trust administrator at Old Colony Trust Company.
Mr. Wheeler received a BA from the University of Colorado and his MBA from Babson College.
He is married and has three children.

Posizioni attive di Peter Tompkins Wheeler

Società	Posizione	Inizio
Financial Services Institute of Australasia	Direttore/Membro del Consiglio	-

Tutte le posizioni attive di Peter Tompkins Wheeler

Precedenti posizioni note di Peter Tompkins Wheeler

Società	Posizione	Fine
Financial Industry Regulatory Authority, Inc. Financial Industry Regulatory Authority, Inc. Miscellaneous Commercial ServicesCommercial Services Financial Industry Regulatory Authority, Inc. engages in the provision of securities regulation, complementary compliance, and technology-based services. Its services include writing and enforcing rules governing the activities of securities firms with brokers, examining firms for compliance with those rules, fostering market transparency, and educating investors. The company was founded in 2007 and is headquartered in Washington, DC.	Direttore/Membro del Consiglio	-
Commonwealth Equity Services LLC Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor and broker/dealer headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations.	Presidente	-

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Formazione di Peter Tompkins Wheeler

The University of Colorado	Undergraduate Degree
Babson College	Masters Business Admin

Esperienze
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Inattive

Società quotate in Borsa

Aziende private

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Relazioni

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Società collegate

Aziende private	2
Commonwealth Equity Services LLC Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor and broker/dealer headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations.	Finance
Financial Industry Regulatory Authority, Inc. Financial Industry Regulatory Authority, Inc. Miscellaneous Commercial ServicesCommercial Services Financial Industry Regulatory Authority, Inc. engages in the provision of securities regulation, complementary compliance, and technology-based services. Its services include writing and enforcing rules governing the activities of securities firms with brokers, examining firms for compliance with those rules, fostering market transparency, and educating investors. The company was founded in 2007 and is headquartered in Washington, DC.	Commercial Services