Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Guardino is a registered representative with Osaic Wealth, Inc. Peter has been in the financial industry since 1991, with experience at firms like Park Avenue Securities LLC and Tower Square Securities, Inc. Peter's areas of expertise include financial planning, portfolio management, pension consulting, and educational seminars. Peter is a dedicated professional who 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.
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.
A percentage of the total value of assets under management is charged.
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2
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NY
07/22/2002 - 03/28/2014
PARK AVENUE SECURITIES LLC (WOODBURY NY)
CA
08/06/1996 - 07/15/2002
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
GA
08/15/1994 - 08/08/1996
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
03/01/1991 - 08/15/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
IA
Issued 04/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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