Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Valenti is a financial professional with over 33 years of experience in the financial services industry. Peter is a registered representative with LPL Enterprise, LLC, a leading independent broker-dealer. Peter Valenti provides a wide range of financial services, including financial planning, portfolio management, and investment consulting. Peter Valenti is committed to helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
1
2
PA
11/14/2024 - Present
LPL Enterprise, LLC (WARRINGTON PA)
NJ
11/16/1990 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 10/08/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2017
Series 24 - General Securities Principal Examination
BC
Issued 08/18/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/26/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/15/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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