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 Soriento is an investment advisor representative with Equitable Advisors, LLC. Peter Anthony Soriento has been in the securities industry since March 31, 1993. Peter Anthony Soriento is registered with FINRA and has a Series 7 and Series 63 license. Peter Anthony Soriento is also registered as an investment advisor representative in California, Colorado, Connecticut, District of Columbia, Florida, Illinois, Indiana, Maryland, Missouri, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Virginia, and Washington. Peter Anthony Soriento is also a registered representative of Equitable Advisors, LLC. Peter Anthony Soriento has a DBA of Periscope Wealth Partners.
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.
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.
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NY
02/26/2018 - Present
Equitable Advisors, LLC (NEW YORK NY)
NY
01/22/1993 - 04/10/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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