Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Lipari is a financial professional with over 18 years of experience in the industry. Peter is currently registered with Wallachbeth Capital LLC in New Jersey and New York. Peter has held previous positions with MERRILL LYNCH PROFESSIONAL CLEARING CORP. and ABN AMRO SAGE CORPORATION. Peter holds the Series 7, Series 63, SIE and Series 99TO licenses.
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
NJ
12/01/2014 - Present
Wallachbeth Capital LLC (JERSEY CITY NJ)
NY
08/03/2004 - 10/06/2014
MERRILL LYNCH PROFESSIONAL CLEARING CORP. (NEW YORK NY)
IL
09/26/2003 - 04/20/2004
ABN AMRO SAGE CORPORATION (CHICAGO IL)
BC
Issued 05/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Peter Lipari is the right advisor for you? Invested Better is here to help.
