Unclaimed
Peter V Ramundo is a financial advisor with over 17 years of experience in the industry. Peter is currently registered with Oneamerica Securities, Inc. and has experience with a variety of firms including MML Investors Services, LLC, NYLIFE Securities LLC, HORNOR, TOWNSEND & KENT, INC., and New England Securities. Peter has also held principal licenses, indicating a high level of experience and expertise in the financial industry.
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.
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.
1
2
IN
02/18/2022 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
NY
01/15/2020 - 11/09/2021
MML INVESTORS SERVICES, LLC (MELVILLE NY)
NY
10/30/2014 - 12/23/2019
NYLIFE SECURITIES LLC (MEDFORD NY)
NY
12/17/2012 - 03/06/2014
HORNOR, TOWNSEND & KENT, INC. (TARRYTOWN NY)
CT
01/10/2008 - 09/12/2012
NEW ENGLAND SECURITIES (WESTPORT CT)
AZ
02/15/2007 - 12/31/2007
MML INVESTORS SERVICES, INC. (PHOENIX AZ)
AZ
05/25/2005 - 02/08/2007
PARK AVENUE SECURITIES LLC (PHOENIX AZ)
MN
01/08/2004 - 05/24/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/08/2004 - 05/24/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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