Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Navaretta is a financial advisor who has been in the industry since 1984. Peter is currently registered with LPL Financial LLC in Stuart, Florida. Prior to that, Peter was with Oppenheimer & Co. Inc. in North Palm Beach, Florida. Peter has extensive experience in the financial services industry and has held various positions at several firms including UBS Financial Services Inc, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc, Wachovia Securities, LLC, Prudential Securities Incorporated, Dean Witter Reynolds Inc. and E.F. Hutton & Company Inc. Peter has a wide range of experience in the financial services industry, including investment planning, securities and insurance products, and financial advisory services. Peter has the following licenses: Series 63, Series 65, Series 7, Series 8, Series 9, Series 10, and SIE. Peter is dedicated to helping clients reach their financial goals.
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
FL
10/16/2023 - Present
LPL Financial LLC (STUART FL)
FL
10/22/2021 - 10/20/2023
OPPENHEIMER & CO. INC. (NORTH PALM BEACH FL)
FL
07/15/2011 - 09/07/2021
UBS FINANCIAL SERVICES INC. (STUART FL)
FL
06/01/2009 - 07/21/2011
MORGAN STANLEY SMITH BARNEY (STUART FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (STUART FL)
FL
03/31/2006 - 04/02/2007
MORGAN STANLEY DW INC. (STUART FL)
FL
07/01/2003 - 04/03/2006
WACHOVIA SECURITIES, LLC (STUART FL)
NY
10/29/1997 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/22/1991 - 10/15/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
03/10/1988 - 05/18/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
02/15/1988 - 03/04/1988
SHEARSON LEHMAN HUTTON INC.
NA
11/23/1983 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 09/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/18/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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