Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Danese is an investment advisor representative with Private Advisor Group, LLC, and has over 23 years of experience in the financial industry. He is a registered investment advisor in several states including Arizona, Colorado, Florida, Michigan, New Hampshire, New Jersey, New York, Ohio, Oregon, Pennsylvania, and South Carolina. Peter holds the Series 66, SIE, and Series 7 licenses. Prior to joining Private Advisor Group, LLC, Peter was a registered representative at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Peter offers a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
05/26/2011 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
NJ
10/13/2000 - 05/31/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PRINCETON NJ)
BOTH
Issued 09/05/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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