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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Barron is a financial advisor with Grove Point Advisors, LLC in Mays Landing, NJ. Peter Barron is registered with the state of New Jersey to provide investment advice. Peter Barron has over 20 years of experience in the financial services industry. Peter Barron has worked at several other firms before joining Grove Point Advisors, LLC, including Summit Brokerage Services, Inc., R. Seelaus & Co., Inc., Banc of America Investment Services, Inc., Quick & Reilly, Inc., American Express Financial Advisors Inc. and IDS Life Insurance Company. Peter Barron holds the Series 7 and Series 66 securities licenses, as well as the SIE exam. Peter Barron is also registered as an investment advisor representative in Delaware, Florida, New Jersey, New York, Pennsylvania, and South Carolina.
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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NJ
04/01/2021 - Present
Grove Point Advisors, LLC (Mays Landing NJ)
NJ
01/23/2008 - 07/18/2017
SUMMIT BROKERAGE SERVICES, INC. (GALLOWAY NJ)
NJ
06/24/2005 - 02/19/2008
R. SEELAUS & CO.,INC. (SMITHVILLE NJ)
MA
10/20/2004 - 06/17/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
10/08/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MN
11/15/2002 - 10/06/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/15/2002 - 10/06/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/24/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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