Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Mark L'italien is a registered representative with Columbia Management Investment Advisers, LLC. Peter has been in the industry since 2010 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and institutional investors. Peter's areas of expertise include asset liability management, credit analysis, and asset allocation. Prior to joining Columbia Management, Peter was with Neuberger Berman LLC and Ameriprise Financial Services, Inc.. Peter is licensed in 53 states and has a Series 7, Series 24, and Series 66 license. Peter is a valuable asset to the team at Columbia 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.
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.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
12/16/2013 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
MA
02/14/2013 - 11/26/2013
NEUBERGER BERMAN LLC (BOSTON MA)
MA
09/10/2010 - 02/08/2013
AMERIPRISE FINANCIAL SERVICES, INC. (NEWBURYPORT MA)
BOTH
Issued 03/12/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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