Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter V Disanza is a financial advisor with Ameriprise Financial Services, LLC. Peter has been a financial advisor since 2014. Peter is registered with the state of Pennsylvania, as well as Texas and several other states. Peter provides financial planning, portfolio management for individuals and businesses, and pension consulting. Peter has specialized in the needs of corporations, charitable organizations, high-net-worth individuals, and pension and profit-sharing plans. Peter has also been associated with firms including J.P. MORGAN SECURITIES LLC, LPL FINANCIAL LLC, AXA ADVISORS, LLC and NYLIFE SECURITIES LLC.
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.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
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2
PA
06/16/2022 - Present
Ameriprise Financial Services, LLC (GREENSBURG PA)
PA
01/08/2021 - 01/10/2022
J.P. MORGAN SECURITIES LLC (Pittsburgh PA)
PA
07/16/2019 - 03/13/2020
LPL FINANCIAL LLC (SEWICKLEY PA)
PA
04/20/2017 - 03/19/2019
AMERIPRISE FINANCIAL SERVICES, INC. (GREENSBURG PA)
PA
08/08/2014 - 04/25/2017
NYLIFE SECURITIES LLC (PITTSBURGH PA)
PA
05/09/2013 - 05/07/2014
AXA ADVISORS, LLC (SEVEN FIELDS PA)
IA
Issued 09/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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