Peter Stringfellow

Your Regional Brokerage Consultant


Serving 13 branches in the West
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Focus areas

  • Research/trading stocks & ETFs
  • Fundamental analysis
  • Fixed income, bond exposure
  • Portfolio analysis
  • Options education & strategies
  • Risk management
  • Strategy & idea generation
  • Technical analysis

How I work with clients
As a Regional Brokerage Consultant, I collaborate with new and experienced independently minded investors using an unbiased approach to meet their financial goals. One of my core business beliefs is that every investor or trader should have defined strategies, driven by well-articulated, repeatable processes. In order to make the best and most efficient use of our time together, I start with a 3-step approach to better understand your unique situation: Where are you now, where do you want to be, and how can you leverage Fidelity tools, research, and resources to get yourself there? My goal is to provide you with the insight, direction, and education that support your self-managed approach to investing or trading under the umbrella that is your financial plan.

Experience

  • Vice President, Regional Brokerage Consultant, Fidelity Investments, 2011–Current
  • Active Trader Consultant, Pacific Northwest, Fidelity Investments, 2007–2011
  • Trading Execution Specialist III, Fidelity Investments, 2006–2007
  • Financial Representative, Fidelity Investments, 2004–2006

Qualifications

  • Series 7 (General Securities Representative Examination)
  • Series 63 (Uniform Securities Agent State Law Examination)
  • Series 4 (Registered Options Principal Examination)
  • Series 3 (National Commodities Futures Examination)
  • SIE (Securities Industry Essentials Examination)

Attend a webinar with Peter

Join one of our trading and investing webinars to help you evolve your trading strategy, be more effective with your research, and better leverage our trading platforms and tools.


Upcoming


NOV 21

TRADING TOOLS
Tips from the professionals: Active Trader Pro® edition
Find out how to maximize all of ATP’s features.

Thursday November 21, 4:00 p.m. ET

Learn more

Let's talk 1:1

During this introductory 1:1 phone conversation, we'll focus on your situation and how Fidelity's products, tools, and service can help you make more informed decisions. Please select a time that's convenient for you.



If you encounter any scheduling issues, please call 800-544-5115.

Serving 13 branches in the West 
View branches