Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Miniati is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Peter is a registered representative in Rhode Island and Massachusetts and is also a registered investment advisor in Rhode Island. Peter has been in the securities industry since April 2001 and has been with Merrill Lynch since October 2022. Peter has a wide range of experience and holds several industry licenses and certifications. Peter is committed to providing personalized financial advice to clients. Peter is also actively involved in the community and is a board member for several non-profit organizations.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
RI
01/06/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PROVIDENCE RI)
NY
04/04/2001 - 04/11/2003
QUICK & REILLY, INC. (NEW YORK NY)
BOTH
Issued 12/22/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/1/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/21/2022
SIE - Securities Industry Essentials Examination
BC
Issued 4/3/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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