As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
- National Kidney Foundation - Past Volunteer
- Fellowship of Christian Athletes - Member
- CBMC Fundraiser
- Asset Management
- Philanthropic Services
- Trust Services and Accounting
- Alternative Investments
- Corporate Pension Funds
- Endowments and Foundations
- BS - Business Administration, 1976
University of Nebraska
- Series 3 - National Commodity Futures, 1978
- Series 7 - General Securities Representative, 1978
- Series 63 - Uniform State Exam, 1981
- Series 65 - Investment Advisory Agent, 1992
- Life Insurance License
- Fixed & Variable Annuity Licensed
- Consulting Group University
- 25 Year Dedicated & Loyal Service Award
- Century Council - Past Member
- Present: Morgan Stanley*
I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.
You've worked hard to build your retirement assets. Isn't it time they were professionally managed? Call or email me for more information about our Portfolio Management Program.
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Pete S. Faubel holds the following registrations:
Securities Agent: AL, AR, AZ, CA, CO, GA, IA, IL, NC, NE, OK, SC, SD, TX, VA, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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