Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Colwin Tamburrino is a financial advisor with over 20 years of experience in the industry. Peter has worked with a variety of firms including Pacer Financial, Inc., LoCorr Distributors, LLC, and Equinox Group Distributors, LLC. Peter is currently registered with Hartford Funds and holds several licenses and certifications, including Series 6, 7, 10, 24, 63, and 66. He is also a Certified Financial Planner.
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.
Helps you choose top advisors aligned with your financial goals.
Strategic management for diversified investment portfolios.
Registrant provides investment advice to states in connection with 529 plans and model recommendations
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.
Fees related to 529 plans and model recommendations.
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2
PA
01/24/2022 - Present
Hartford Funds (WAYNE PA)
PA
06/10/2016 - 01/18/2022
PACER FINANCIAL, INC. (Malvern PA)
MN
01/09/2015 - 05/22/2015
LOCORR DISTRIBUTORS, LLC (EXCELSIOR MN)
NY
09/16/2011 - 01/09/2015
EQUINOX GROUP DISTRIBUTORS, LLC (NEW YORK NY)
PA
05/05/2010 - 02/25/2011
PNC INVESTMENTS (NARBERTH PA)
PA
09/10/2004 - 04/30/2009
DIRECTED SERVICES LLC (WEST CHESTER PA)
MN
12/11/2002 - 06/29/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/11/2002 - 06/29/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
PA
03/03/1999 - 09/30/2002
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 11/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/25/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/13/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/02/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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