Unclaimed
Peter Perroni has over 45 years of experience in the financial services industry. He is currently registered with Grove Point Investments, LLC in Ansonia, CT. His prior employment includes positions with Jefferson Pilot Securities Corporation, Polaris Financial Services, Inc., J. T. Moran & Co., Inc., O. R. Securities, Inc., WZW Financial Services, Inc., Cornerstone Financial Services, Inc., American General Capital Planning, Inc. and First Investors Corporation. Peter is also a licensed Series 6TO, Series 1, and SIE representative.
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.
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.
1
2
CT
11/18/2003 - Present
Grove Point Investments, LLC (Ansonia CT)
IN
07/08/2000 - 11/24/2003
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NH
06/02/1989 - 07/08/2000
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
NA
06/29/1988 - 06/09/1989
J. T. MORAN & CO., INC.
NA
10/08/1985 - 07/27/1988
O. R. SECURITIES, INC.
NA
07/06/1983 - 10/08/1985
WZW FINANCIAL SERVICES, INC.
NA
06/11/1981 - 07/05/1983
CORNERSTONE FINANCIAL SERVICES, INC.
NA
10/08/1980 - 08/03/1981
AMERICAN GENERAL CAPITAL PLANNING, INC.
NA
06/23/1977 - 11/10/1980
FIRST INVESTORS CORPORATION
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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