Unclaimed
Peter Samartano is a financial professional with over 30 years of experience in the financial services industry. Peter has worked for a variety of firms, including Pruco Securities, LLC., MSI Financial Services, Inc., and Metropolitan Life Insurance Company. Peter is currently a registered representative with J.P. Morgan Securities LLC. Peter holds a number of industry licenses and designations, including Series 6, 7, 52, 53, and 63. Peter has a wide range of experience in the financial services industry and can help clients with a variety of 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
07/02/2018 - Present
J.p. Morgan Securities LLC (HUNTINGTON NY)
NY
02/06/2017 - 07/12/2018
PRUCO SECURITIES, LLC. (MELVILLE NY)
NY
01/25/2007 - 02/07/2017
MSI FINANCIAL SERVICES, INC. (EAST HILLS NY)
NY
01/25/2007 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (HAUPPAUGE NY)
NY
05/09/1994 - 12/08/2006
MURPHY & DURIEU (NEW YORK NY)
NA
10/30/1991 - 03/31/1994
BROUNOFF, CLAIRE & CO., INC.
NJ
10/03/1989 - 10/17/1991
R.W. SMITH & ASSOCIATES, INC. (JERSEY CITY NJ)
BC
Issued 10/13/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/23/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/02/1989
Series 52 - Municipal Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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