Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Lawrence Barchetti is a financial advisor registered with Centaurus Financial, Inc. in Uniontown, PA. Peter has been in the financial services industry since 1984. Peter also holds the Series 6, 7, 63, and 65 licenses. Prior to joining Centaurus Financial, Inc., Peter worked at First Montauk Securities Corp., Mutual Service Corporation, Titan/Value Equities Group, Inc., and American Capital Financial Services, Inc. Peter specializes in providing financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
PA
01/06/2011 - Present
Centaurus Financial, Inc. (UNIONTOWN PA)
PA
06/01/2004 - 08/16/2006
FIRST MONTAUK SECURITIES CORP. (UNIONTOWN PA)
CA
09/25/2000 - 06/14/2004
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
MA
03/31/1999 - 10/02/2000
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
11/06/1985 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
01/13/1984 - 10/22/1985
AMERICAN CAPITAL FINANCIAL SERVICES, INC.
IA
Issued 10/14/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 01/12/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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