Siegfried Luke Saftner
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Cookson Peirce Wealth ManagementApr 2024 to now
- Cadmore LLCMar 2023 to Feb 2024
- Full-time StudentAug 2022 to Dec 2022
- Zverse IncMay 2022 to Feb 2023
- Full-time StudentAug 2021 to May 2022
- Cookson Peirce Wealth ManagementJul 2021 to Aug 2021
- AndoraMay 2021 to Jun 2021
- Full-time StudentAug 2020 to May 2021
- Self EmployedApr 2020 to Aug 2020
- Full-time StudentAug 2019 to May 2020
- Self EmployedJun 2019 to Aug 2019
- Full-time StudentAug 2018 to Jun 2019
- Self EmployedJun 2018 to Aug 2018
- Full-time StudentAug 2017 to Jun 2018
- Self EmployedJun 2017 to Aug 2017
- Full-time StudentAug 2016 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
Cookson Peirce Wealth Management
Legal name: Cookson Peirce & Co Inc
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7910805
- 110729