Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Sabatino is a financial professional with over 30 years of experience in the industry. Currently, Peter is registered with Stifel, Nicolaus & Company, Inc. and has served as a registered representative with various firms over his career. Peter is licensed in multiple states and has a broad range of experience in the financial services industry. Peter specializes in providing financial planning services, portfolio management services, and pension consulting.
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.
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
05/26/2021 - Present
Stifel, Nicolaus & Company, Inc. (JACKSONVILLE FL)
NY
04/29/2002 - 07/10/2007
RYAN BECK & CO. (POUGHKEEPSIE NY)
NY
12/03/1999 - 05/13/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
08/30/1993 - 12/17/1999
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
IA
Issued 06/22/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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