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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Paolilli is a financial advisor with Fidelity Personal And Workplace Advisors. Peter has been in the financial services industry since 2014 and has experience working with both individuals and businesses. Peter is registered to provide investment advice in multiple states, including Arizona, Colorado, and Texas. Peter holds several industry licenses, including Series 7, Series 63, and the SIE. Peter is also a Certified Financial Planner.
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.
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.
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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2
CO
05/16/2024 - Present
Fidelity Personal AND Workplace Advisors (BOULDER CO)
IL
09/05/2019 - 12/03/2019
BNY MELLON SECURITIES CORPORATION (CHICAGO IL)
IL
10/20/2014 - 11/07/2017
NORTHERN TRUST SECURITIES, INC. (NAPERVILLE IL)
BC
Issued 01/24/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/01/2024
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/20/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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