Unclaimed
Peter Michael Petruso is a financial advisor with USA Financial Securities LLC, with over 38 years of experience in the industry. Peter is registered with FINRA and is a registered Investment Advisor in several states. He offers a wide range of financial services, including investment advisory, financial planning, and portfolio management. Peter has a broad base of clients, including both individuals and corporations, and provides them with personalized advice and strategies to help them achieve their financial goals. Peter has previously worked with JOHN HANCOCK DISTRIBUTORS, INC. and JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY. Peter is committed to providing his clients with the highest level of service and expertise.
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.
Personalized portfolio management to meet individual financial objectives.
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
MI
10/03/2023 - Present
USA Financial Securities LLC (ADA MI)
NA
03/09/1978 - 06/25/1994
JOHN HANCOCK DISTRIBUTORS, INC.
NA
03/09/1978 - 06/25/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
IA
Issued 03/01/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/21/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/25/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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