Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Bradley Catalano is a financial advisor with Charles Schwab & Co., Inc. Peter has been in the financial industry since August 10, 2011. Peter is registered with the state of New Jersey and has been with the firm since January 2022. Prior to joining Charles Schwab & Co., Inc., Peter worked at TD Ameritrade, Inc. Peter has passed the Series 7, Series 10, Series 9, Series 63 and Series 66 exams. Peter specializes in Financial Planning and Retirement Planning.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NJ
03/14/2022 - Present
Charles Schwab & CO., Inc. (Jersey City NJ)
NJ
07/18/2013 - 05/19/2024
TD AMERITRADE, INC. (JERSEY CITY NJ)
NY
05/10/2013 - 08/12/2013
AXA ADVISORS, LLC (NEW YORK NY)
NY
03/06/1997 - 09/30/1997
HD BROUS & CO., INC. (GREAT NECK NY)
NY
09/27/1994 - 04/18/1995
A. R. BARON & CO., INC. (NEW YORK NY)
NY
05/10/1994 - 09/09/1994
JOSEPH STEVENS & COMPANY, L.P. (BROOKLYN NY)
NJ
01/24/1994 - 05/05/1994
A.S. GOLDMEN & CO., INC. (RED BANK NJ)
BOTH
Issued 11/05/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/25/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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