Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Laventis is a financial advisor with over 28 years of experience in the industry. Peter Laventis is currently registered with Stonex Advisors Inc., and has held previous positions with STERNE, AGEE & LEACH, INC., UBS PAINEWEBBER INC., and J.J.B. HILLIARD, W.L. LYONS, INC. Peter Laventis holds Series 7, Series 63, and Series 65 licenses and is registered in 29 states. Peter Laventis specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and charitable organizations.
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.
Financial consulting 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.
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KY
06/30/2016 - Present
Stonex Advisors Inc. (Louisville KY)
KY
04/16/2003 - 03/05/2013
STERNE, AGEE & LEACH, INC. (LOUISVILLE KY)
NJ
12/18/1998 - 04/30/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
KY
07/11/1994 - 12/21/1998
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
IA
Issued 02/09/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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