Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Mastromarco is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pennington, NJ. Peter has been in the financial industry for over 20 years and has worked with Merrill Lynch since 2000. Peter has extensive experience providing financial advice to individuals, families, and businesses. Peter is registered in 53 states and is licensed to offer a wide range of financial products and services, including investment management, retirement planning, and insurance. Peter has also served as a supervisor for the firm. Peter is committed to providing his clients with personalized financial advice that meets their unique needs.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
02/28/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PENNINGTON NJ)
PA
09/24/2007 - 02/27/2009
INVESTMENT PROFESSIONALS, INC. (PLUMSTEADVILLE PA)
NJ
03/01/2000 - 09/14/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 2/27/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 9/28/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/8/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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