Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Casciotta is a financial advisor with over 27 years of experience in the financial services industry. Peter is currently registered with Corecap Advisors and has been with them since July 2021. Peter also has experience working with World Choice Securities, Inc., Securian Financial Services, Inc., Sigma Financial Corporation, Investcorp, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Peter has earned Series 63, 65, 7, and 24 securities licenses. Peter focuses on working with individuals, high-net-worth individuals, corporations and other businesses, and pension and profit-sharing plans. Peter offers investment advisory services that include financial planning, portfolio management for individuals and businesses, and educational seminars. Peter is dedicated to providing comprehensive financial guidance and helping clients reach their financial goals.
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.
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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2
FL
10/13/2023 - Present
Corecap Advisors (Cape Coral FL)
FL
05/09/2013 - 06/30/2021
WORLD CHOICE SECURITIES, INC. (Cape Coral FL)
FL
03/17/2011 - 09/20/2011
SECURIAN FINANCIAL SERVICES, INC. (FORT MYERS FL)
FL
10/03/2005 - 02/09/2011
WORLD CHOICE SECURITIES, INC. (FT MYERS FL)
MI
10/25/2001 - 10/03/2005
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
FL
09/28/2000 - 10/16/2001
INVESTACORP, INC. (MIAMI FL)
MN
02/23/1994 - 10/31/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/23/1994 - 10/31/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
01/08/1994 - 11/01/1994
LUX INVESTOR SERVICES CORPORATION
IA
Issued 04/06/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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