Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Yacovone is a financial advisor with Commonwealth Financial Network, specializing in financial planning and portfolio management. Peter holds a variety of professional designations and licenses including the Series 7, 6, 22, 31, 24, 10, 9, 63, and 65. Peter has been a registered financial advisor since 1983, with experience at firms such as Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Advest, Inc. In addition to his role at Commonwealth Financial Network, Peter is also a co-owner of Heritage Capital Advisors, LLC, a private entity facilitating securities, advisory, and insurance businesses, and an owner of Eastbury Financial Services, LLC, which provides investment advisory services.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
10/05/2018 - Present
Commonwealth Financial Network (GLASTONBURY CT)
CT
10/23/2006 - 10/10/2018
WELLS FARGO CLEARING SERVICES, LLC (FARMINGTON CT)
CT
03/08/2006 - 10/27/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GLASTONBURY CT)
CT
11/04/1999 - 03/08/2006
ADVEST, INC. (GLASTONBURY CT)
MA
08/08/1985 - 11/15/1999
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
NA
11/20/1984 - 08/22/1985
PRUCO SECURITIES CORPORATION
NA
04/26/1983 - 02/15/1984
FIRST INVESTORS CORPORATION
IA
Issued 10/31/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/22/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/08/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 08/30/1994
Series 7 - General Securities Representative Examination
BC
Issued 09/29/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/25/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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