Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Lovecchio is a financial advisor with Ameriprise Financial Services, LLC. Peter has been in the financial services industry since June 10, 1985. Peter has a wide range of experience in the financial services industry, including experience with Ameriprise Financial Services, Inc. Peter holds a number of licenses and designations, including the Series 6, 7, 10, 22, 24, 63, and 65 securities licenses. Peter also holds the Certified Financial Planner designation.
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.
Asset allocation services
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
LA
10/03/2006 - Present
Ameriprise Financial Services, LLC (Metairie LA)
MN
06/11/1985 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
06/11/1985 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 06/23/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/24/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/27/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 07/09/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/10/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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