Unclaimed
Peter Charles Pandolfo jr is an Investment Advisor Representative associated with Pandolfo Capital, LLC. Peter is a registered Investment Advisor in New Jersey. Peter has been in the securities industry for over 25 years. Peter has a background in Portfolio Management for Businesses and Individuals. Peter has 14 clients with a total of $10,500,000 under management.
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.
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.
A percentage of the total value of assets under management is charged.
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NJ
12/03/2008 - Present
Pandolfo Capital, LLC (ROBBINSVILLE NJ)
NJ
07/07/1994 - 12/02/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PRINCETON NJ)
IA
Issued 06/09/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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