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 Piccinini is a financial advisor with over 20 years of experience in the industry. Peter is currently registered with LPL Financial LLC in Huntington, NY, and holds a Series 63, Series 7, and Series 65 license. Previously, Peter has worked with a number of firms including Stifel, Nicolaus & Company, Incorporated, Ryan Beck & Co., Janney Montgomery Scott LLC, Josephthal Lyon & Ross Incorporated, and Oppenheimer & Co., Inc.. Peter has a wealth of experience in the financial industry and provides a variety of financial services to clients. These services include portfolio management for individuals and businesses, financial planning, pension consulting, educational seminars, and selection of other advisors. Peter is dedicated to providing clients with personalized advice and customized financial solutions that meet their unique needs.
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
06/06/2019 - Present
LPL Financial LLC (HUNTINGTON NY)
NJ
07/31/2007 - 11/02/2017
STIFEL, NICOLAUS & COMPANY, INCORPORATED (PRINCETON NJ)
PA
07/01/2005 - 07/31/2007
RYAN BECK & CO. (YARDLEY PA)
PA
05/16/1997 - 09/01/2005
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NY
05/17/1996 - 05/20/1997
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
NY
11/21/1995 - 06/03/1996
OPPENHEIMER & CO., INC. (NEW YORK NY)
IA
Issued 06/29/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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