Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Daniel Dochinez is a financial advisor with over 40 years of experience. Peter is a registered representative and investment advisor representative. Peter is a Certified Financial Planner and holds the Series 63, 7, 24, 27, 52, 53, 63, 79, 99, and SIE licenses. Peter is a Registered Principal with Trustmont Advisory Group, Inc. Peter's previous experience includes working with Trustmont Financial Group, Inc., Eastman Banks & Dolan, Inc., Mutual Service Corporation and Pruco Securities Corporation. Peter has been with Trustmont Advisory Group, Inc. since 1997.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
03/30/2001 - Present
Trustmont Advisory Group, Inc. (GREENSBURG PA)
PA
01/26/2016 - 03/21/2017
TRUSTMONT FINANCIAL GROUP, INC. (GREENSBURG PA)
PA
09/16/1986 - 04/16/2014
TRUSTMONT FINANCIAL GROUP, INC. (GREENSBURG PA)
NA
02/04/1985 - 09/17/1986
EASTMAN BANKS & DOLAN, INC.
NA
11/30/1984 - 02/08/1985
MUTUAL SERVICE CORPORATION
NA
10/14/1982 - 01/23/1985
PRUCO SECURITIES CORPORATION
BC
Issued 11/10/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 03/21/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
BC
Issued 10/13/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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