Unclaimed
Peter Louis Melillo is a financial advisor with over 40 years of experience in the industry. Peter currently works with A.g.p. / Alliance Global Partners, and previously worked for AEGIS CAPITAL CORP., GUNNALLEN FINANCIAL, INC, CROWN FINANCIAL GROUP, INC., PRUDENTIAL-BACHE SECURITIES INC., CREATIVE SECURITIES CORP., SOUTHEAST SECURITIES OF FLORIDA, INC., and SHEARSON LOEB RHOADES INC. Peter is licensed in Connecticut, Florida, Massachusetts, 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.
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.
A percentage of the total value of assets under management is charged.
Sub-adviser of pooled investment vehicle charges a performance f
1
2
NJ
01/11/2021 - Present
A.g.p. / Alliance Global Partners (Holmdel NJ)
NJ
03/23/2010 - 01/14/2021
AEGIS CAPITAL CORP. (HOLMDEL NJ)
NJ
03/29/2004 - 03/29/2010
GUNNALLEN FINANCIAL, INC (HOLMDEL NJ)
NJ
08/11/1986 - 03/29/2004
CROWN FINANCIAL GROUP, INC. (JERSEY CITY NJ)
NA
07/12/1985 - 08/25/1986
PRUDENTIAL-BACHE SECURITIES INC.
NA
03/28/1983 - 07/19/1985
CREATIVE SECURITIES CORP.
NA
03/30/1982 - 03/21/1983
SOUTHEAST SECURITIES OF FLORIDA, INC.
NA
11/06/1981 - 03/25/1982
SHEARSON LOEB RHOADES INC.
NA
06/26/1980 - 11/06/1981
DONALD & CO. SECURITIES INC.
BC
Issued 04/28/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/1992
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/17/1981
Series 5 - Interest Rate Options Examination
BC
Issued 06/21/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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