Unclaimed
Peter Ja Laplaca is a financial advisor with over 28 years of experience in the industry. He is currently registered with Miracle Mile Advisors, LLC. Peter is a Certified Financial Planner and a Chartered Financial Consultant. He has a wide range of experience, having worked with various firms like Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Continental Broker-Dealer Corp. Peter provides financial planning, portfolio management for individuals and businesses, and pension consulting services to a diverse clientele, including individuals, families, corporations, 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.
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.
1
2
NY
09/27/2024 - Present
Miracle Mile Advisors, LLC (Hauppauge NY)
NY
03/28/2017 - 09/21/2020
CITI PRIVATE ADVISORY, LLC (New York NY)
NY
05/29/2007 - 09/21/2020
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
05/14/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
NY
10/15/1998 - 05/14/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
02/20/1996 - 10/28/1998
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
NY
03/15/1994 - 01/16/1996
PIONEER PORTFOLIO CORP. (COPIAGUE NY)
IA
Issued 12/29/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2024
Series 24 - General Securities Principal Examination
BC
Issued 02/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 03/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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