Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Dearcangelis is a financial advisor with Truist Advisory Services, Inc. located in Charlotte, NC. Peter has been in the industry since 1981. Prior to Truist Advisory Services, Inc. Peter was a registered representative with BB&T Securities, LLC in Richmond, VA and Ameriprise Financial Services, Inc. in Charlotte, NC. Peter specializes in providing financial planning and portfolio management services to individuals, businesses, and high net worth individuals.
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.
Wrap fee product and financial profiling services using desktop software
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
NC
02/17/2021 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
VA
03/21/2019 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
08/03/2018 - 11/16/2018
AMERIPRISE FINANCIAL SERVICES, INC. (CHARLOTTE NC)
VA
08/14/2009 - 08/09/2018
WELLS FARGO CLEARING SERVICES, LLC (ALEXANDRIA VA)
VA
06/01/2009 - 09/04/2009
MORGAN STANLEY SMITH BARNEY (ALEXANDRIA VA)
VA
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ALEXANDRIA VA)
NY
05/14/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
02/18/1982 - 05/14/1988
E. F. HUTTON & COMPANY INC
NA
07/23/1980 - 10/21/1981
DEAN WITTER REYNOLDS INC.
IA
Issued 01/05/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1981
Series 5 - Interest Rate Options Examination
BC
Issued 07/19/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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