Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Devlin is a financial advisor registered with Aurora Private Wealth, Inc. in New Jersey. Peter has over 16 years of experience in the financial industry and has held various roles at several firms including MML Investors Services, LLC, Andrew Garrett Inc., and Perdue Securities, LLC. Peter is a Series 6, 7, 25, 63, and SIE licensed representative. Peter also holds a Series 65 license, which qualifies Peter to provide investment advisory services. Peter specializes in providing financial planning, pension consulting, and portfolio management for both 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.
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.
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
NJ
03/25/2021 - Present
Aurora Private Wealth, Inc. (ROCKAWAY NJ)
NY
02/17/2009 - 05/16/2012
MML INVESTORS SERVICES, LLC (NEW YORK NY)
NY
08/20/2008 - 01/20/2009
ANDREW GARRETT INC. (NEW YORK NY)
NY
06/29/2007 - 08/04/2008
PERDIUE SECURITIES, LLC (NEW YORK NY)
NY
11/28/2006 - 10/02/2007
BROWN BROTHERS HARRIMAN & CO. (NEW YORK NY)
NY
02/23/2005 - 07/02/2007
MINERO SECURITIES, LLC (MASSAPEQUA PARK NY)
NY
07/09/2004 - 02/22/2005
C. J. LEDONE EQUITIES, INC. (NEW YORK NY)
NY
11/14/2002 - 06/16/2004
C. J. LEDONE EQUITIES, INC. (NEW YORK NY)
NY
09/30/2002 - 11/13/2002
HARPER & DOLAN, L.L.C. (COPIAGUE NY)
NY
06/18/2002 - 09/27/2002
MINERO SECURITIES, LLC (MASSAPEQUA PARK NY)
NY
05/15/2001 - 01/11/2002
MINERO SECURITIES, LLC (MASSAPEQUA PARK NY)
BC
Issued 11/16/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/23/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/09/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/20/2003
Series 25 - NYSE Trading Assistant Examination
Active
Inactive
F
FINRA
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