Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Montalvo is a financial advisor registered with LPL Financial LLC. Peter has been in the financial services industry since January 20, 1999. Peter is registered with the state of New York as an Investment Advisor Representative. Previously Peter was registered with INVEST FINANCIAL CORPORATION and AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. and ROYAL ALLIANCE ASSOCIATES, INC. and PRIME CAPITAL SERVICES, INC. Peter has passed the Series 63, Series 7 and SIE exams. Peter is licensed in Alabama, Arizona, Arkansas, California, Connecticut, Florida, Georgia, Massachusetts, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas and Vermont.
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.
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2
NY
08/03/2021 - Present
LPL Financial LLC (MASSAPEQUA PARK NY)
NY
10/29/2014 - 02/14/2018
INVEST FINANCIAL CORPORATION (MASSAPEQUA PARK NY)
NY
08/28/2014 - 11/07/2014
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (Seaford NY)
NY
12/07/2007 - 08/26/2014
INVEST FINANCIAL CORPORATION (SEAFORD NY)
NY
12/04/2002 - 12/10/2007
ROYAL ALLIANCE ASSOCIATES, INC. (SEAFORD NY)
NY
02/18/1999 - 12/02/2002
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
AZ
01/19/1999 - 02/24/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BC
Issued 08/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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