Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Richard Strano is a financial advisor with over 25 years of experience in the industry. Peter currently works with Ameritas Advisory Services, LLC, providing financial planning and investment advice to individual and corporate clients. Peter has expertise in various financial areas, including retirement planning, portfolio management, and tax preparation. Peter is registered to provide investment advice in multiple states.
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.
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.
Solicitor fees
1
2
MA
11/01/2021 - Present
Ameritas Advisory Services, LLC (Norwood MA)
MA
01/02/2015 - 11/12/2015
METLIFE SECURITIES INC. (WELLESLEY MA)
MA
10/06/1999 - 01/02/2015
NEW ENGLAND SECURITIES (WELLESLEY MA)
AZ
02/05/1997 - 09/20/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 05/21/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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