Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Scelfo is a financial advisor who has been in the industry since 1991. Peter is currently registered with LPL Financial LLC, and has previously been registered with J.P. Morgan Securities LLC, Chase Investment Services Corp., WAMU Investments, Inc., DIME Securities, Inc., McDonald Investments Inc., Key Investments Inc., Independent Financial Securities, Inc., Home Life Insurance Company and W. S. Griffith & Co., Inc. Peter provides a variety of advisory services including financial planning, pension consulting, educational seminars, and selection of other advisors. Peter has an extensive list of certifications and licenses including Series 6, Series 7, Series 63, Series 65, and SIE.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
08/03/2021 - Present
LPL Financial LLC (MELVILLE NY)
NY
10/01/2012 - 02/06/2013
J.P. MORGAN SECURITIES LLC (MASSAPEQUA NY)
NY
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MASSAPEQUA NY)
NY
05/01/2002 - 05/02/2009
WAMU INVESTMENTS, INC. (BABYLON NY)
NY
10/19/1999 - 05/01/2002
DIME SECURITIES, INC. (BROOKLYN NY)
OH
05/14/1999 - 10/18/1999
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
01/04/1993 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
NA
01/25/1991 - 12/31/1992
INDEPENDENT FINANCIAL SECURITIES, INC.
NA
01/01/1991 - 06/13/1991
HOME LIFE INSURANCE COMPANY
CT
01/01/1991 - 06/13/1991
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
IA
Issued 02/21/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1994
Series 7 - General Securities Representative Examination
BC
Issued 12/20/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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