Unclaimed
Peter Frederick Acquaro is a registered investment advisor with Gradient Securities, LLC. Peter has over 20 years of experience in the financial services industry. Peter has held various roles at a number of firms including The O.N. Equity Sales Company, SAGEPOINT FINANCIAL, INC., and HORNOR, TOWNSEND & KENT, INC.. Peter is licensed to provide investment advice in Arizona, California, New York, and Texas. Peter's firm, Gradient Securities, LLC, is based in Arden Hills, Minnesota and has over 60 investment advisor representatives. The firm has a total of 6,625 clients and manages over $475 million in assets. Peter and Gradient Securities provide a variety of financial services including financial planning, pension consulting, and portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
MN
01/03/2022 - Present
Gradient Securities, LLC (ARDEN HILLS MN)
TX
08/18/2016 - 12/31/2021
THE O.N. EQUITY SALES COMPANY (HOUSTON TX)
TX
02/21/2014 - 01/11/2016
SAGEPOINT FINANCIAL, INC. (HOUSTON TX)
TX
05/13/2009 - 11/08/2013
HORNOR, TOWNSEND & KENT, INC. (HOUSTON TX)
TX
08/23/2005 - 05/15/2009
PRUCO SECURITIES, LLC. (HOUSTON TX)
TX
06/30/1999 - 08/03/2005
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
04/07/1998 - 06/24/1999
VAN KAMPEN FUNDS INC. (HOUSTON TX)
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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