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. Trulli is a financial advisor with over 15 years of experience in the industry. Peter is a registered representative with Private Advisor Group, LLC and a registered investment advisor with the firm. Peter has worked with a variety of clients, including individuals, families, businesses, and institutions. Peter's prior experience includes time at Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, N.A., Bear Wagner Specialists LLC, KV Execution Services LLC, and Hunter Specialists, 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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NY
05/27/2021 - Present
Private Advisor Group, LLC (NEW ROCHELLE NY)
NY
01/28/2016 - 07/17/2019
MORGAN STANLEY (NEW YORK NY)
NY
05/07/2001 - 02/01/2008
BEAR WAGNER SPECIALISTS LLC (NEW YORK NY)
NY
12/11/2000 - 04/23/2001
KV EXECUTION SERVICES LLC (NEW YORK NY)
NY
10/01/2000 - 11/15/2000
HUNTER SPECIALISTS, LLC (NEW YORK NY)
BOTH
Issued 02/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/14/1999
Series 25 - NYSE Trading Assistant Examination
Active
Inactive
F
FINRA
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