Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Navaretta is a financial advisor with over 20 years of experience in the financial services industry. Peter is currently registered with LPL Financial LLC and holds Series 7, 9, 10, 63, and 65 licenses, as well as the SIE. Peter has previously worked with Oppenheimer & Co. Inc., UBS Financial Services Inc., Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Wachovia Securities, LLC, and Prudential Securities Incorporated. Peter is a Registered Representative and Investment Advisor Representative. Peter has a diverse range of experience, including working with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Peter is committed to providing his clients with personalized financial advice and helping them 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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
10/16/2023 - Present
LPL Financial LLC (STUART FL)
FL
08/27/2021 - 10/20/2023
OPPENHEIMER & CO. INC. (NORTH PALM BEACH FL)
FL
07/15/2011 - 09/07/2021
UBS FINANCIAL SERVICES INC. (STUART FL)
FL
06/01/2009 - 07/27/2011
MORGAN STANLEY SMITH BARNEY (STUART FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (STUART FL)
FL
03/31/2006 - 04/02/2007
MORGAN STANLEY DW INC. (STUART FL)
MO
07/01/2003 - 04/03/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
02/07/2002 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/09/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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