Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter John Succoso is a financial advisor at Osaic Wealth, Inc. Peter has been in the financial industry since 1998. Peter is a registered investment advisor and is licensed in 24 states. Peter has a broad range of experience in the industry and provides financial planning, investment management, and pension consulting to individuals, families, and businesses. Peter also provides educational seminars to clients. Peter is committed to providing his clients with personalized financial advice that meets their specific needs.
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.
A percentage of the total value of assets under management is charged.
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2
PA
09/26/2024 - Present
Osaic Wealth, Inc. (CENTER VALLEY PA)
DE
02/21/2007 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (HOCKESSIN DE)
DE
08/16/2002 - 02/28/2007
HORNOR, TOWNSEND & KENT, INC. (HOCKESSIN DE)
LA
12/16/2001 - 08/09/2002
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
PA
03/21/2001 - 12/16/2001
AMERICAN CAPITAL CORPORATION (VALLEY FORGE PA)
NY
10/21/1998 - 04/06/1999
CANTOR, WEISS & FRIEDNER, INC. (NEW YORK NY)
IA
Issued 11/06/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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