Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Damian Povinelli is a financial advisor with over 30 years of experience in the industry. Peter is a Certified Financial Planner and Chartered Financial Consultant and currently works at Osaic Wealth, Inc. Prior to this, Peter worked at Woodbury Financial Services, Inc. and AXA Advisors, LLC. Peter specializes in providing financial planning, pension consulting, and educational seminars to clients. Peter is registered to provide investment advisory services in Illinois and Texas.
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.
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
IL
06/07/2024 - Present
Osaic Wealth, Inc. (WHEATON IL)
IL
03/10/2006 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (WHEATON IL)
IL
06/01/2005 - 03/16/2006
AXA ADVISORS, LLC (WHEATON IL)
NY
07/27/1992 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/25/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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