Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Finer is a financial advisor at PGIM Investments LLC in Newark, NJ. Peter has been in the industry since 2014 and has a Series 7 and Series 66 license. Previously, Peter worked at Capital One Investing, LLC in East Brunswick, NJ and PNC Investments in Warren, NJ. Peter specializes in providing advisory services to sponsors of wrap account platforms.
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.
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.
Strategic management for diversified investment portfolios.
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 calculated based on the performance of your investments relative to a benchmark.
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2
NJ
04/02/2018 - Present
Pgim Investments LLC (Newark NJ)
NJ
05/09/2017 - 01/16/2018
CAPITAL ONE INVESTING, LLC (EAST BRUNSWICK NJ)
NJ
09/03/2014 - 05/02/2017
PNC INVESTMENTS (WARREN NJ)
BOTH
Issued 01/08/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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