Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Michael Desantis is a financial advisor with over 35 years of experience in the industry. Peter has worked for several firms, including Waddell & Reed, Inc., Main Street Management Company, Girard Securities, Inc., Cetera Advisor Networks LLC and currently is with LPL Financial LLC. Peter is a Certified Financial Planner, and holds the Series 6, 7, 24 and 63 licenses. Peter is registered in 22 states, and focuses on providing financial planning and investment management services to individuals and families. Peter also provides consulting services to businesses.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
03/27/2020 - Present
LPL Financial LLC (EL PASO TX)
TX
11/01/2017 - 03/27/2020
CETERA ADVISOR NETWORKS LLC (EL PASO TX)
TX
04/20/2004 - 11/01/2017
GIRARD SECURITIES, INC. (EL PASO TX)
MA
04/22/1988 - 04/20/2004
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
NA
12/03/1985 - 05/13/1988
WADDELL & REED, INC.
BC
Issued 08/03/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
BC
Issued 12/02/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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