Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Vescovi is an investment advisor representative and has been in the industry since 2007. Peter is registered with Fidelity Personal And Workplace Advisors and has been with the firm since 2018. Peter has experience working for several firms in the past including Genworth Financial Securities Corporation and Morgan Stanley DW Inc. Peter is registered in 52 states and has been licensed with the state of Texas since 2018. Peter has a strong background in the securities industry and holds licenses and certifications that allow him to offer a wide range of financial planning and investment management services to both individuals and businesses. Peter is a specialist in financial planning and investment management.
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.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
TX
12/20/2011 - 06/02/2012
GENWORTH FINANCIAL SECURITIES CORPORATION (ROANOKE TX)
CT
07/11/2007 - 12/09/2009
GENWORTH FINANCIAL SECURITIES CORPORATION (CHESHIRE CT)
IL
10/24/2005 - 12/05/2005
GENWORTH FINANCIAL SECURITIES CORPORATION (SCHAUMBURG IL)
NJ
09/08/2004 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
NY
09/26/2002 - 07/31/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 12/02/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 09/25/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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