Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Valotta is a Registered Representative and Investment Advisor Representative associated with MMA Securities LLC. Peter is currently registered in 51 states and District of Columbia. Peter has been in the industry since July 2008, previously associated with LPL Financial LLC. Peter is a Series 7 and Series 66 licensed professional. Peter is a specialist in providing advisory services to retirement plan participants.
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.
Advisory services to retirement plan participants
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.
Based on assets under advisement or per capita
1
2
MA
03/07/2022 - Present
MMA Securities LLC (Boston MA)
PA
07/22/2008 - 04/07/2022
LPL FINANCIAL LLC (PITTSBURGH PA)
BOTH
Issued 10/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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