Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Lanza is an investment advisor representative at Eagle Strategies LLC, based in Moosic, PA. Peter has been in the financial services industry for over 10 years. Peter has a wide range of experience in financial planning, portfolio management, and investment advisory services. Peter is registered in Delaware, New Jersey, New York, Pennsylvania, and Washington. Peter is also registered as an Investment Advisor Representative in New Jersey. Peter is a Series 7, Series 6, Series 63, Series 24 and SIE licensed professional.
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.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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PA
01/19/2021 - Present
Eagle Strategies LLC (Moosic PA)
NJ
04/01/2009 - 10/21/2011
NYLIFE DISTRIBUTORS LLC (PARSIPPANY NJ)
NJ
09/03/2008 - 01/12/2009
ADP BROKER-DEALER, INC. (ROSELAND NJ)
NJ
06/27/2007 - 02/29/2008
NYLIFE SECURITIES LLC (EDISON NJ)
IA
Issued 12/16/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/10/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/20/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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