Unclaimed
Peter John Korcusko is a financial advisor with LPL Financial LLC. Peter has been in the financial industry since August 9, 1996. Peter is registered with the state of Florida and Texas as a Registered Representative and Investment Advisor Representative. Previously, Peter was a Registered Representative with WELLS FARGO CLEARING SERVICES, LLC, MORGAN STANLEY, MORGAN KEEGAN & COMPANY, INC., and AMSOUTH INVESTMENT SERVICES, INC.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
05/02/2023 - Present
LPL Financial LLC (LAKE WALES FL)
FL
09/26/2016 - 05/11/2023
WELLS FARGO CLEARING SERVICES, LLC (CLEARWATER FL)
FL
09/13/2011 - 10/04/2016
MORGAN STANLEY (CLEARWATER FL)
FL
02/13/2007 - 09/14/2011
MORGAN KEEGAN & COMPANY, INC. (CLEARWATER FL)
FL
12/15/2003 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (ST PETERSBURG BEACH FL)
NY
11/08/2002 - 12/11/2003
IFMG SECURITIES, INC. (PURCHASE NY)
NJ
01/02/2002 - 11/01/2002
GARDEN STATE SECURITIES, INC. (RED BANK NJ)
MO
06/27/2000 - 01/09/2002
FIRST UNION SECURITIES FINANCIAL NETWORK, INC. (ST. LOUIS MO)
FL
01/03/2000 - 06/28/2000
JWGENESIS SECURITIES, INC. (BOCA RATON FL)
FL
01/04/1999 - 12/31/1999
GSG SECURITIES, INC. (BOCA RATON FL)
CO
09/21/1998 - 01/04/1999
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
NY
07/30/1996 - 10/05/1998
H.J. MEYERS & CO., INC. (ROCHESTER NY)
IA
Issued 07/22/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Peter Korcusko is the right advisor for you? Invested Better is here to help.