Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Anthony Mitrano is an Investment Advisor Representative at The Colony Group, LLC. Peter has over 20 years of experience in the financial services industry. Peter holds Series 63, 65, 66 and 7 licenses. Peter is also a Certified Financial Planner and a Chartered Financial Analyst. Peter has been with The Colony Group, LLC since July 2012. Peter's prior experience includes positions at Legg Mason Wood Walker, Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
1
2
MA
07/25/2012 - Present
THE Colony Group, LLC (BOSTON MA)
MD
01/01/2005 - 07/28/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
08/14/1995 - 06/30/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 01/07/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/30/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Peter Mitrano is the right advisor for you? Invested Better is here to help.
