Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Sebastian Balesano is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Peter has been in the industry since 2004, previously working with firms such as Chittenden Securities, LLC, BANC of America Investment Services, Inc, and Quick & Reilly, Inc. Peter currently holds registrations in Connecticut and Massachusetts and specializes in providing a wide range of services, including portfolio management for individuals and businesses, performance measurement reports, allocation modeling, IPS, research reports and services, pension consulting, and educational seminars.
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
MA
12/07/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOSTON MA)
MA
12/19/2007 - 10/28/2009
CHITTENDEN SECURITIES, LLC. (WORCESTER MA)
MA
10/20/2004 - 04/17/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (WORCESTER MA)
NY
04/04/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
BOTH
Issued 12/06/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/19/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2018
Series 7 - General Securities 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
Not sure Peter Balesano is the right advisor for you? Invested Better is here to help.
