Unclaimed
Peter Carmen Derosa is a financial advisor who has been in the industry since 1980. Peter is currently registered with GWN Securities Inc. in Palm Beach Gardens, Florida. Peter is also registered with the state of New Jersey. Peter has experience in financial planning, market timing services and selection of other advisors.
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.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
11/17/2014 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
NJ
01/31/2014 - 12/10/2014
THE INVESTMENT CENTER, INC. (WARREN NJ)
CA
01/01/1992 - 12/31/2013
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
CT
07/01/1982 - 03/02/1999
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NA
08/01/1980 - 01/01/1992
CHRIS SECURITIES INC.
BC
Issued 02/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
BC
Issued 07/21/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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