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 Trapani is an investment advisor representative with Preferred Planning Associates, Inc.. Peter has been in the industry since 1985. Peter is licensed in Illinois. Preferred Planning Associates, Inc. is an investment advisory firm that offers financial planning services.
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.
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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IL
03/27/2014 - Present
Preferred Planning Associates, Inc. (OAK BROOK IL)
IL
03/16/2012 - 12/31/2013
GRADIENT SECURITIES, LLC (OAK BROOK IL)
IL
10/03/2006 - 01/27/2012
FORSYTH SECURITIES, INC. (OAK BROOK IL)
IL
11/24/1998 - 09/19/2006
THE INVESTMENT CENTER, INC. (OAKBROOK IL)
IL
01/05/1996 - 01/31/1997
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
MN
02/17/1994 - 01/17/1996
MIMLIC SALES CORPORATION (ST. PAUL MN)
IL
06/18/1985 - 02/16/1994
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
IA
Issued 03/25/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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