Unclaimed
Peter Lawrence Sorrentino is a financial professional with over 20 years of experience in the industry. Peter has been registered with FINRA since 2000 and has held various roles at leading financial institutions, including Lehman Brothers Inc., Barclays Capital Inc., and Perella Weinberg Partners LP. In 2017, Peter joined Evercore Group LLC, where Peter continues to provide investment banking services to clients. Peter holds a Series 7, Series 24, Series 63, and Series 79TO licenses. Peter is registered in 37 states across the United States.
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
NY
09/28/2017 - Present
Evercore Group LLC (NEW YORK NY)
NY
07/27/2010 - 07/07/2017
PERELLA WEINBERG PARTNERS LP (NEW YORK NY)
NY
09/22/2008 - 04/09/2010
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
12/11/2000 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 08/26/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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