Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Carmine Covino is a financial advisor based in Boise, ID. Peter has over 20 years of experience in the financial services industry. Peter is currently registered with Legacy Wealth Management, LLC and Ancorato. Peter has held previous registrations with several firms, including American Independent Securities Group, LLC, Prospera Financial Services, Inc., VSR Financial Services, Inc., LPL Financial Corporation and Equity Services, Inc. Peter is a Series 6, 7, 24, 26, 31 and 63 licensed professional. Peter offers advisory consulting, financial planning, and portfolio management services for individuals and businesses.
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.
Advisory consulting
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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2
ID
04/28/2015 - Present
Legacy Wealth Management, LLC (BOISE ID)
ID
10/04/2013 - 01/09/2015
AMERICAN INDEPENDENT SECURITIES GROUP, LLC (Eagle ID)
ID
10/08/2010 - 10/07/2013
PROSPERA FINANCIAL SERVICES, INC. (BOISE ID)
ID
01/05/2009 - 09/30/2010
VSR FINANCIAL SERVICES, INC. (BOISE ID)
AZ
12/14/2001 - 01/02/2009
LPL FINANCIAL CORPORATION (PEORIA AZ)
VT
06/09/1999 - 12/31/2001
EQUITY SERVICES, INC. (MONTPELIER VT)
NY
10/20/1998 - 06/07/1999
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 12/31/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2002
Series 24 - General Securities Principal Examination
BC
Issued 02/20/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/09/2015
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 03/05/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/08/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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