Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter James Lamberti is a financial professional with over 30 years of experience in the financial services industry. Peter is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since April 2024. Prior to this, Peter was a Registered Representative at Janney Montgomery Scott LLC from December 2019 to April 2024, and previously held positions at Oppenheimer & Co. Inc., A. G. Edwards & Sons, Inc., Cornerstone Securities Corporation, Capital Gains, Inc., Peter J. Lamberti Securities Corp., J.M. Witzenburg Securities Corporation and Paine Webber Incorporated. Peter holds a variety of licenses and certifications, including Series 4, Series 5, Series 7, Series 8, Series 9, Series 15, Series 24, Series 53, Series 63, and Series 66.
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.
Investment consulting services to institutional clients
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.
1
2
NY
04/05/2024 - Present
Wells Fargo Clearing Services, LLC (PORT JEFFERSON NY)
NY
12/11/2019 - 04/08/2024
JANNEY MONTGOMERY SCOTT LLC (Hauppauge NY)
NY
04/24/2012 - 12/13/2019
OPPENHEIMER & CO. INC. (HAUPPAUGE NY)
MO
03/28/2001 - 12/21/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
TX
03/29/1999 - 10/07/1999
CORNERSTONE SECURITIES CORPORATION (AUSTIN TX)
CA
03/11/1999 - 04/08/1999
CAPITAL GAINS, INC. (PASADENA CA)
NY
10/13/1992 - 01/15/1999
PETER J. LAMBERTI SECURITIES CORP. (ST. JAMES NY)
NA
05/26/1988 - 03/14/1991
J.M. WITZENBURG SECURITIES CORPORATION
NA
04/22/1986 - 05/18/1988
PAINEWEBBER INCORPORATED
NA
06/26/1980 - 05/16/1986
PRUDENTIAL-BACHE SECURITIES INC.
BOTH
Issued 05/08/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/22/1988
Series 4 - Registered Options Principal Examination
BC
Issued 07/22/1988
Series 24 - General Securities Principal Examination
BC
Issued 06/24/1988
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/24/1984
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/12/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 11/19/1981
Series 5 - Interest Rate Options Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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