Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Pagano is a financial advisor associated with LPL Financial LLC. Peter has been in the industry for over 10 years and provides advisory services in the areas of financial planning, portfolio management, and pension consulting. He is also a registered representative with FINRA and is licensed to conduct business in several states, including Kentucky, California, Colorado, Florida, Illinois, Indiana, Minnesota, Nevada, Ohio, and Tennessee.
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.
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KY
02/28/2024 - Present
LPL Financial LLC (Louisville KY)
KY
12/15/2022 - 03/07/2024
AMERIPRISE FINANCIAL SERVICES, LLC (LOUISVILLE KY)
IA
Issued 10/07/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/24/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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