Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Joseph Pellizzon is a registered Investment Advisor Representative (IAR) associated with Hollencrest Capital Management. Peter has over 30 years of experience in the financial services industry. His primary area of specialization is with high net worth individuals. Peter is also a registered representative for Hollencrest Capital Management. He holds a Series 7, Series 3, Series 4, Series 53, Series 55, and a Series 63 license. Peter is a member of several firms, including Double Eagle Partners, LLC, Hollencrest Insurance Services, Inc., F4F-San Antonio LLC, Power Play Partners LLC, and Vimtrek, LLC.
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.
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 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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Fees related to real estate deals
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CA
05/20/1999 - Present
Hollencrest Capital Management (NEWPORT BEACH CA)
CA
04/14/1999 - 01/16/2018
HOLLENCREST CAPITAL MANAGEMENT, LLC (NEWPORT BEACH CA)
NY
07/02/1990 - 04/30/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
04/10/1987 - 06/12/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 11/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/23/1999
Series 4 - Registered Options Principal Examination
BC
Issued 10/28/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/21/1990
Series 3 - National Commodity Futures Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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