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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Demarco is a financial advisor with over 27 years of experience in the industry. Peter is currently registered with Morgan Stanley in Paramus, NJ. Peter also has registrations in other states including Texas, New Jersey, California, Florida and many others. Peter has a strong background in providing financial advice and investment management services to a variety of clients, including high-net-worth individuals, families, businesses, and institutions. Peter 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
10/01/2020 - Present
Morgan Stanley (Paramus NJ)
NJ
12/01/2010 - 10/12/2020
UBS FINANCIAL SERVICES INC. (PARAMUS NJ)
NJ
06/01/2009 - 12/17/2010
MORGAN STANLEY SMITH BARNEY (PARAMUS NJ)
NJ
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PARAMUS NJ)
NJ
12/09/2005 - 04/02/2007
MORGAN STANLEY DW INC. (PARAMUS NJ)
NY
08/31/1999 - 12/14/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
CT
08/23/1996 - 09/15/1999
ADVEST, INC. (HARTFORD CT)
NY
03/19/1996 - 09/10/1996
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NY
09/21/1994 - 03/12/1996
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
BC
Issued 10/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 09/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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