Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Congilose is a financial advisor at Park Avenue Securities LLC. Peter has been in the financial services industry since 1989. Peter holds Series 6, 7, 63, and 65 licenses. Peter is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Investor Protection Corporation (SIPC). Peter's current firm is Park Avenue Securities LLC, a financial firm that provides financial advice and investment management services to individuals, families, and businesses. Peter has also worked at Guardian Investor Services Corporation and MML Investors Services, Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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NJ
01/25/2018 - Present
Park Avenue Securities LLC (WALL NJ)
NY
12/16/1992 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MA
09/23/1988 - 12/18/1991
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 07/31/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/22/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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