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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Dominic Demartino is an investment advisor representative with Wealth Enhancement Advisory Services, LLC. Peter has been in the securities industry since 1997 and has a wide range of experience in financial planning, portfolio management, and retirement planning. Peter is also a registered investment advisor and holds the Series 6, 7, 63, 65, 66, and SIE licenses.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
04/25/2022 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
CA
01/03/2019 - 04/20/2021
MORGAN STANLEY (WOODLAND HILLS CA)
CA
02/02/2009 - 09/18/2012
CHARLES SCHWAB & CO., INC. (OXNARD CA)
NC
08/15/2006 - 11/09/2007
CAPITAL INVESTMENT GROUP, INC. (RALEIGH NC)
RI
11/06/1998 - 03/01/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NY
01/07/1997 - 10/22/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 02/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/24/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/06/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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