Unclaimed
Peter Anthony Ciavaglia is a financial advisor with LPL Financial LLC. Peter has been in the industry since 1999 and has a strong track record of success. Peter is a Certified Financial Planner and a Chartered Financial Consultant, and is registered with the state of Michigan. Peter works with individuals, families, businesses, and retirement plans. He provides a wide range of financial services, including financial planning, investment management, and insurance.
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.
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2
MI
04/15/2010 - Present
LPL Financial LLC (ROCHESTER HILLS MI)
GA
06/28/2000 - 12/21/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
WI
06/22/1999 - 07/07/2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
06/22/1999 - 07/07/2000
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 02/27/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/10/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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