Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Robert Albano is a financial advisor with over 30 years of experience in the industry. Peter is currently registered with Castle Rock Wealth Management, LLC. Peter has worked with various financial institutions throughout his career, including Insight Securities, Inc., Golden Triangle Securities LLC, PaineWebber Incorporated, Prudential Securities Incorporated, Dean Witter Reynolds Inc., Quox, Incorporated, and Portfolio Strategies, Inc. Peter offers a variety of financial advisory services, including financial planning, pension consulting, and portfolio management.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
01/01/2025 - Present
Castle Rock Wealth Management, LLC (Monterey CA)
CA
06/30/2004 - 11/29/2018
INSIGHT SECURITIES, INC. (MONTEREY CA)
CA
03/26/1999 - 06/30/2004
GOLDEN TRIANGLE SECURITIES LLC (CARMEL CA)
NJ
02/21/1995 - 04/09/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
12/15/1989 - 02/28/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
11/25/1985 - 01/01/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
03/21/1985 - 11/14/1985
QUOX, INCORPORATED
NA
03/22/1983 - 05/21/1985
PORTFOLIO STRATEGIES, INC.
BOTH
Issued 11/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/01/1983
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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