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Peter Joseph Lopresti

Allstate Financial Advisors, LLC

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About Peter Joseph Lopresti

Peter Lopresti is a financial advisor with Allstate Financial Advisors, LLC, located in Chester, NY. Peter has been in the financial industry since December 2007. Peter provides a variety of financial services, including investment advisory services and portfolio management. Peter has been registered with FINRA since August 2023 and has experience working with individuals.

Firm Information

Peter Lopresti is currently registered with Allstate Financial Advisors, LLC. Allstate Financial Advisors, LLC is an investment advisor located in LINCOLN, NE. The firm has 350 investment adviser representatives and manages approximately $62,134,830 in assets for 189 individuals. They provide selection of other advisors.
Allstate Financial Advisors, LLC

151 N 8TH STREET, SUITE 450

LINCOLN, NE 68508

$62.13M

Assets Under Management

Not reported

Total Clients

326

Total Financial Advisors

Services Offered

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.

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selection of other advisors

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Fee Structure

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.

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other

Third party advisory fees

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Peter Lopresti’s Registration & Firm History

NY

08/01/2023 - Present

Allstate Financial Advisors, LLC (Chester NY)

NY

03/23/2023 - 07/28/2023

MORGAN STANLEY (Purchase NY)

NY

06/02/2014 - 07/28/2023

E*TRADE SECURITIES LLC (Purchase NY)

NY

12/23/2009 - 05/16/2014

DAVID LERNER ASSOCIATES, INC. (WHITE PLAINS NY)

NY

10/19/2007 - 11/02/2009

CHASE INVESTMENT SERVICES CORP. (SHRUB OAK NY)

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Licenses & Designations

BOTH

Issued 07/24/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/28/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/01/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/2009

Series 7 - General Securities Representative Examination

BC

Issued 10/18/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter Joseph Lopresti.
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