Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Sagorski is a financial advisor with over 25 years of experience in the industry. Peter currently works at J. W. Cole Advisors, Inc. In addition to J. W. Cole Advisors, Inc., Peter has been registered with several other firms throughout their career including LPL Financial LLC, Mutual Service Corporation, BANC OF AMERICA INVESTMENT SERVICES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Peter has earned Series 6, 7, 31, 63 and 66 licenses and offers financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
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.
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.
Hourly & fixed rate consulting
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.
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2
FL
09/14/2011 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
FL
09/08/2009 - 09/07/2011
LPL FINANCIAL LLC (COCOA BEACH FL)
FL
04/24/2009 - 10/01/2009
MUTUAL SERVICE CORPORATION (COCOA BEACH FL)
FL
12/01/2006 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (COCOA BEACH FL)
FL
08/31/2001 - 12/06/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MERRITT ISLAND FL)
MA
04/05/1995 - 09/13/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/05/1995 - 09/13/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 12/13/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 03/04/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/03/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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