Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Robertiello is a financial advisor with Wells Fargo Advisors Financial Network, LLC in Parsippany, NJ. Peter has been in the industry since 1998. Peter has a Series 63, 65, and 7 license, and he is registered to provide investment advice in 33 states. Peter also owns 100% of Robes Capital LLC and is a 45% owner of Black Brook Wealth Advisors LLC. Peter specializes in investment consulting services to institutional clients and provides financial planning, pension consulting and portfolio management for businesses and individuals.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
01/17/2019 - Present
Wells Fargo Advisors Financial Network, LLC (PARSIPPANY NJ)
NJ
07/01/2003 - 01/17/2019
WELLS FARGO CLEARING SERVICES, LLC (FLORHAM PARK NJ)
NY
05/14/1998 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 07/07/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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