Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Leonard Disanza is a financial advisor with Wells Fargo Clearing Services, LLC. Peter has been in the financial industry since 1994. Peter has a wide range of experience, including working at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Peter is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 31, Series 63, and Series 65 licenses. Peter is also registered as an investment advisor representative in several states, including Florida, New Jersey, and New York.
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.
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.
Investment consulting services to institutional clients
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.
A percentage of the total value of assets under management is charged.
1
2
FL
07/27/2021 - Present
Wells Fargo Clearing Services, LLC (PALM BEACH FL)
NY
05/15/1995 - 02/23/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/06/1994 - 09/30/1994
AMERICORP SECURITIES, INC. (NEW YORK NY)
NY
08/17/1993 - 04/14/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/27/1993 - 08/18/1993
OPPENHEIMER & CO., INC. (NEW YORK NY)
IA
Issued 01/03/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 05/26/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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