Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Carollo is a financial professional with over 30 years of experience in the industry. Peter is currently registered with Osaic Wealth, Inc. and has been with them since January of 2025. Prior to that, Peter worked for Lincoln Financial Securities Corporation for 10 years. Peter holds a Series 7, Series 63, and Series 65 license, as well as the SIE exam. Peter is also a Certified Financial Planner. Peter specializes in providing financial planning services to individuals, businesses, and retirement plans. Peter is committed to helping clients achieve their financial goals.
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
NJ
01/24/2025 - Present
Osaic Wealth, Inc. (BASKING RIDGE NJ)
MA
02/08/2002 - 04/10/2003
SIGNATOR INVESTORS, INC. (BOSTON MA)
NY
01/02/1998 - 01/30/2002
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
08/18/1997 - 01/02/1998
AIG EQUITY SALES CORP. (NEW YORK NY)
MA
07/03/1996 - 08/01/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
IN
02/09/1993 - 07/12/1996
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/10/1992 - 07/12/1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
08/21/1986 - 01/08/1992
ZOCH & ZOCH FINANCIAL GROUP, INC.
NA
05/30/1986 - 08/15/1986
CARDELL & ASSOCIATES, INCORPORATED
IA
Issued 12/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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