Unclaimed
Peter Cina is a financial advisor registered with LPL Financial LLC and has been in the financial services industry for over 35 years. Peter has extensive experience in various aspects of financial advising, including investment management, financial planning, and retirement planning. Peter is licensed to conduct business in Connecticut, Florida, and Texas. In addition to his work with LPL Financial LLC, Peter also has experience with other firms, including Robert Thomas Securities, Inc., Murphey Favre, Inc., Liberty Securities Corporation, A. G. Edwards & Sons, Inc., and David Lerner Associates, 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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
01/08/1996 - Present
LPL Financial LLC (NAPLES FL)
FL
10/22/1990 - 06/29/1993
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
CA
05/21/1990 - 10/24/1990
MURPHEY FAVRE, INC. (IRVINE CA)
NY
09/27/1989 - 04/26/1990
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
MO
03/07/1989 - 10/04/1989
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
09/24/1986 - 03/15/1989
DAVID LERNER ASSOCIATES, INC.
BC
Issued 10/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/08/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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