Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Sartori is a financial professional who has been working in the industry since July 2006. Peter is currently registered with Ashton Thomas Securities, LLC. Peter is also registered in the states of New Jersey, New York, and Oregon. Peter has previously been associated with HORNOR, TOWNSEND & KENT, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Peter's specializations include financial planning, portfolio management for individuals, and pension consulting.
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.
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.
A percentage of the total value of assets under management is charged.
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NY
08/25/2021 - Present
Ashton Thomas Securities, LLC (ROCHESTER NY)
NY
01/08/2010 - 09/11/2014
HORNOR, TOWNSEND & KENT, INC. (ROCHESTER NY)
NY
01/12/2006 - 07/02/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSFORD NY)
BOTH
Issued 02/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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