Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Portanova is a financial advisor with Bankers Life Advisory Services, Inc., and has been in the industry since September 1, 1986. Peter has a long history of experience with several firms, including PROEQUITIES, INC., ING FINANCIAL PARTNERS, INC., HARTFORD EQUITY SALES COMPANY INC., CHASE INVESTMENT SERVICES CORP., NATIONWIDE SECURITIES, LLC, and 1717 CAPITAL MANAGEMENT COMPANY. Peter is registered with the state of New Jersey and New York. Peter is a Chartered Financial Consultant and focuses on providing financial planning, educational seminars, and selection of other advisors. Peter also provides portfolio management for 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Non-discretionary investment consulting services
1
2
NY
08/16/2016 - Present
Bankers Life Advisory Services, Inc. (Hauppauge NY)
NY
11/25/2013 - 11/21/2014
PROEQUITIES, INC. (HAUPPAUGE NY)
RI
08/22/2012 - 03/26/2013
ING FINANCIAL PARTNERS, INC. (PROVIDENCE RI)
CT
10/21/2010 - 07/12/2012
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
NY
04/27/2009 - 09/30/2010
CHASE INVESTMENT SERVICES CORP. (CARLE PLACE NY)
NY
08/01/2008 - 01/08/2009
NATIONWIDE SECURITIES, LLC (GARDEN CITY NY)
NY
03/13/2002 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (GARDEN CITY NY)
NY
12/18/2000 - 12/07/2001
MONY SECURITIES CORPORATION (NEW YORK NY)
NJ
09/21/1983 - 12/21/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 06/23/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/1998
Series 24 - General Securities Principal Examination
BC
Issued 03/11/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/13/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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