Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Vincent Romeo is a financial professional with over 25 years of experience in the securities industry. Peter has been registered with State Farm VP Management Corp. since February 2012. Previously, Peter was registered with Prudential Investment Management Services LLC, AllianceBernstein Investments, Inc., Whale Securities Co., L.P., and D. H. Blair & Co., Inc. Peter is licensed to sell securities in New Jersey, New York, and Pennsylvania.
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.
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.
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2
NJ
02/29/2012 - Present
State Farm VP Management Corp. (UPR MONTCLAIR NJ)
NJ
01/30/2007 - 01/04/2012
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NJ
06/14/1996 - 01/17/2007
ALLIANCEBERNSTEIN INVESTMENTS, INC. (SECAUCUS NJ)
NY
07/18/1995 - 08/18/1995
WHALE SECURITIES CO., L.P. (NEW YORK NY)
NY
01/30/1995 - 04/20/1995
D. H. BLAIR & CO., INC. (NEW YORK NY)
BC
Issued 02/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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