Unclaimed
Peter Petronzio is a financial advisor with Edward Jones. Peter has been in the financial industry since 2000 and has experience working with a variety of clients, including individuals, businesses, and institutions. Peter has also worked for BANC of America Investment Services, INC., MORGAN STANLEY DW INC., FIRST UNION SECURITIES FINANCIAL NETWORK, INC., FSC SECURITIES CORPORATION, FAIRCHILD FINANCIAL GROUP, INC., and BARRON CHASE SECURITIES, INC. Peter is registered with the Financial Industry Regulatory Authority (FINRA) and is a Registered Representative in Connecticut, Florida, New Jersey, New York, North Carolina, Pennsylvania, and Virginia. Peter is also a Registered Investment Advisor in New Jersey.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NJ
04/04/2023 - Present
Edward Jones (RIDGEWOOD NJ)
FL
02/03/2006 - 04/12/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (NAPLES FL)
NY
03/07/2001 - 02/06/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
MO
05/17/2000 - 03/12/2001
FIRST UNION SECURITIES FINANCIAL NETWORK, INC. (ST. LOUIS MO)
GA
11/30/1999 - 05/09/2000
FSC SECURITIES CORPORATION (ATLANTA GA)
NY
03/09/1999 - 11/17/1999
FAIRCHILD FINANCIAL GROUP, INC. (NEW YORK NY)
FL
10/23/1998 - 03/10/1999
BARRON CHASE SECURITIES, INC. (BOCA RATON FL)
BOTH
Issued 04/03/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/22/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/14/2023
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 10/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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