Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Bacilo is an active Investment Advisor Representative at Fidelity Personal And Workplace Advisors, a firm managing over $1 trillion in client assets. Peter is registered with the Securities and Exchange Commission (SEC) and is licensed to provide investment advisory services in several states. Peter has a strong background in the financial services industry, having worked at multiple financial institutions prior to joining Fidelity Personal And Workplace Advisors. Peter specializes in helping high-net-worth individuals, businesses, pension and profit-sharing plans, and charitable organizations reach 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.
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.
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
NJ
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (JERSEY CITY NJ)
NJ
10/31/1995 - 07/18/2007
TD AMERITRADE, INC. (SHORT HILLS NJ)
NY
11/03/1992 - 12/20/1993
LAMBORN SECURITIES INCORPORATED (NEW YORK NY)
NY
07/07/1988 - 03/17/1992
GELDERMANN SECURITIES, INC. (NEW YORK NY)
NA
03/11/1988 - 07/15/1988
JONATHAN ALAN & CO., INC.
NA
02/26/1987 - 03/19/1988
EQUITABLE SECURITIES OF NEW YORK,INC.
BOTH
Issued 06/20/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/08/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 09/09/1986
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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