Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Barrasse is a financial advisor with over 40 years of experience in the industry. Peter is currently registered with LPL Enterprise, LLC and has been with them since November 2024. Peter has a strong background in investments and financial planning. Peter has a Series 6, 26, 63, and 65 and has passed the SIE Exam. Prior to joining LPL Enterprise, LLC Peter was registered with The Prudential Insurance Company of America from February 1983 to December 1993. Peter holds a real estate rental license and provides general building administration services. Peter offers a variety of financial services to individuals and businesses, including financial planning, investment management, and educational seminars. Peter specializes in financial planning, investment management, and retirement planning. Peter is committed to providing clients with the highest level of personalized service.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
PA
11/14/2024 - Present
LPL Enterprise, LLC (CLARKS SUMMIT PA)
NJ
02/04/1983 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 05/01/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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