Unclaimed
Peter Bisulca is an investment advisor representative with Colarion. Peter has been in the industry since August 5, 1997. Peter is registered with the state of Florida as a broker-dealer and with the state of Florida, New York, and North Carolina as an investment advisor. Peter has a Series 63, Series 65, Series 66, Series 7, Series 24 and a SIE license. Peter works with individual clients, corporations and other businesses, charitable organizations, and pooled investment vehicles. Previous affiliations include MML Investors Services, LLC, Park Avenue Securities, LLC, AXA Advisors, LLC, Genesis Securities, LLC, Schonfeld Securities, LLC, Basic Investors Inc., Andrew, Alexander, Wise & Company Incorporated, First Republic Group, LLC, Win Capital Corp., Capital Securities of America, Inc., Janssen-Meyers Associates, L.P., Redstone Securities, Inc., and Texas Capital Securities, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
AL
01/31/2024 - Present
Colarion (BIRMINGHAM AL)
FL
03/02/2020 - 02/16/2021
MML INVESTORS SERVICES, LLC (FT LAUDERDALE FL)
FL
08/08/2017 - 12/03/2019
PARK AVENUE SECURITIES LLC (PALM BEACH GARDENS FL)
NY
02/06/2017 - 07/12/2017
AXA ADVISORS, LLC (WOODBURY NY)
NY
04/16/2003 - 02/22/2017
PARK AVENUE SECURITIES LLC (WESTBURY NY)
NY
11/20/2002 - 01/09/2003
GENESIS SECURITIES, LLC (NEW YORK NY)
NY
05/25/2001 - 11/18/2002
SCHONFELD SECURITIES, LLC (JERICHO NY)
NY
11/20/2000 - 05/09/2001
BASIC INVESTORS INC. (MELVILLE NY)
NY
01/31/2000 - 04/14/2000
ANDREW, ALEXANDER, WISE & COMPANY INCORPORATED (NEW YORK NY)
NY
11/15/1999 - 01/31/2000
FIRST REPUBLIC GROUP, LLC (NEW YORK NY)
NY
01/11/1999 - 11/03/1999
WIN CAPITAL CORP. (BAYVILLE NY)
OH
04/08/1998 - 06/08/1998
CAPITAL SECURITIES OF AMERICA, INC. (HARTVILLE OH)
NY
10/29/1996 - 09/18/1997
JANSSEN-MEYERS ASSOCIATES, L.P. (NEW YORK NY)
TX
02/21/1995 - 11/01/1996
REDSTONE SECURITIES, INC. (DALLAS TX)
TX
08/20/1993 - 03/03/1995
TEXAS CAPITAL SECURITIES, INC. (HOUSTON TX)
BOTH
Issued 10/17/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/23/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/19/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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