Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Scott Llaguno is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., with experience in the industry since 2007. Peter has worked with several firms in the past, including Wells Fargo Clearing Services, LLC, PNC Investments, and Wells Fargo Advisors, LLC. Peter holds Series 6, 7TO, and SIE licenses and is registered in Pennsylvania. Peter specializes in helping clients with portfolio management for businesses and individuals, as well as providing other services such as performance measurement reports, allocation modeling, IPS, research reports and services, 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
12/09/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
PA
03/29/2019 - 08/12/2022
WELLS FARGO CLEARING SERVICES, LLC (MECHANICSBURG PA)
PA
04/30/2012 - 11/01/2018
PNC INVESTMENTS (CARLISLE PA)
PA
05/10/2007 - 05/01/2012
WELLS FARGO ADVISORS, LLC (CARLISLE PA)
BC
Issued 05/11/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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