Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Serra is a registered representative with Joseph Gunnar & Co. LLC in Uniondale, NY. Peter has been in the financial industry since 2007, previously working with MAXIM GROUP LLC and I-BANKERS SECURITIES, INC. Peter is licensed to sell securities in the state of New York. Peter specializes in portfolio management for individuals and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
Share in fees paid to tpmms
1
2
NY
12/15/2021 - Present
Joseph Gunnar & Co. LLC (UNIONDALE NY)
NY
09/14/2010 - 06/28/2016
MAXIM GROUP LLC (NEW YORK NY)
FL
10/31/2008 - 09/15/2010
I-BANKERS SECURITIES, INC. (BOCA RATON FL)
NY
02/13/2007 - 10/23/2008
LEGEND MERCHANT GROUP, INC. (NEW YORK NY)
BC
Issued 07/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2008
Series 24 - General Securities Principal Examination
BC
Issued 02/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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