Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Zagrobelny is a financial professional with over 18 years of experience in the financial services industry. Peter is currently registered with LPL Financial LLC and has been with the firm since August 2017. Peter previously held positions with Financial Resources Group Investment Services, LLC, Citigroup Global Markets Inc, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Park Avenue Securities LLC, Chase Investment Services Corp, and A. G. Edwards & Sons, Inc. Peter specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. Peter is committed to providing personalized financial advice to help clients achieve their financial goals.
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
NY
08/03/2021 - Present
LPL Financial LLC (STONY POINT NY)
NY
04/24/2018 - 10/04/2023
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC (South Fallsburg NY)
NY
08/19/2014 - 08/24/2017
CITIGROUP GLOBAL MARKETS INC. (Long Island City NY)
NY
05/23/2011 - 08/08/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WHITE PLAINS NY)
NY
12/04/2009 - 04/19/2011
PARK AVENUE SECURITIES LLC (TARRYTOWN NY)
NY
08/30/2007 - 09/04/2009
CHASE INVESTMENT SERVICES CORP. (RYE NY)
NY
05/19/2005 - 08/17/2007
A. G. EDWARDS & SONS, INC. (WHITE PLAINS NY)
BOTH
Issued 05/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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