Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Bartone is an investment advisor representative with GWN Securities Inc. based in Hauppauge, NY. Peter has been in the securities industry for 22 years, and has held a number of positions over the years. In addition to his role at GWN Securities Inc., Peter is also an insurance agent and has served as a financial professional. Peter holds a Series 6, Series 63, and SIE license.
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.
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.
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In lieu of hourly fee, ia can charge a flat fee
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2
NY
03/31/2021 - Present
GWN Securities Inc. (HAUPPAUGE NY)
IL
01/11/2001 - 07/30/2004
PMG SECURITIES CORPORATION (ELGIN IL)
NY
11/01/2000 - 12/21/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 11/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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