Peter M. Stephenson
Professional summary
Peter Marshall Stephenson, who also goes by Peter Marshall Stephenson, Peter Stephenson, is a registered financial professional currently at INVESTIFI SECURITIES LLC located in Lake St Louis, Missouri.
Peter is registered as a RR (Registered Representative) and started their career in finance in 1997. Peter has worked at 11 firms and has passed the Series 63, Series 99TO, SIE, Series 3, Series 7, Series 24, Series 4, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Peter Marshall Stephenson's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 30, 2025 - Present
INVESTIFI SECURITIES LLC
April 16, 2025 - August 8, 2025
TRADE-PMR INC.
May 27, 2021 - August 8, 2025
ROBINHOOD FINANCIAL, LLC
March 18, 2021 - August 8, 2025
ROBINHOOD SECURITIES, LLC
October 23, 2019 - February 22, 2021
WELLS FARGO CLEARING SERVICES, LLC
July 11, 2019 - September 25, 2019
STIFEL INDEPENDENT ADVISORS, LLC
July 8, 2015 - September 25, 2019
STIFEL, NICOLAUS & COMPANY, INCORPORATED
March 31, 2008 - March 16, 2015
SCOTTRADE, INC.
May 22, 2001 - October 29, 2003
EDWARD JONES
February 18, 1998 - September 22, 2000
1717 CAPITAL MANAGEMENT COMPANY
May 15, 1997 - December 8, 1997
GLOBAL FINANCIAL GROUP, INC.
State Registrations and Notice Filings
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Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
INVESTIFI SECURITIES LLC
CRD#: 289604 / SEC#: , 8-70002
Contact information
FINRA licenses (53 States and Territories)
Red Flags
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