Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter J Serino is a registered representative with Ameriprise Financial Services, LLC. Peter has been in the industry since 2013 and has been with Ameriprise since 2021. Peter is licensed to sell securities in Massachusetts and Rhode Island. Peter has passed the General Securities Representative Examination (Series 7TO), the Securities Industry Essentials Examination (SIE), and the Uniform Combined State Law Examination (Series 66). Peter is also a registered investment advisor in Rhode Island. Peter has a wide range of experience in providing financial advice to individuals and businesses. Peter's areas of expertise include asset allocation, financial planning, pension consulting, and portfolio management. Ameriprise Financial is a leading financial services firm that provides a wide range of products and services to individuals, businesses, and institutions. Ameriprise Financial has approximately $1 trillion in assets under management. Ameriprise Financial is committed to helping its 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.
Asset allocation 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.
1
2
MA
05/07/2024 - Present
Ameriprise Financial Services, LLC (FALL RIVER MA)
BOTH
Issued 02/24/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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