Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Louis Vescovi is a financial professional with over 25 years of experience in the financial services industry. Peter is currently registered as an Investment Advisor Representative with Cetera Investment Advisers LLC. Peter is a highly experienced financial professional with expertise in financial planning, portfolio management and tax preparation. Peter has served clients in a variety of sectors including individuals, businesses, and charitable organizations. Peter also has experience in insurance sales and has a background in direct participation programs.
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.
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2
CT
03/28/2022 - Present
Cetera Investment Advisers LLC (CHESHIRE CT)
NJ
09/08/2004 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
NE
11/12/2001 - 09/02/2004
SECURITIES AMERICA, INC. (LAVISTA NE)
TN
02/22/2000 - 11/09/2001
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
MO
04/09/1997 - 02/23/2000
FFP SECURITIES, INC. (CHESTERFIELD MO)
IA
Issued 03/01/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1999
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 06/24/1997
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/08/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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