linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Peter Zucco

Preferred Capital Securities, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Peter? Claim Your Profile

About Peter Zucco

Peter Zucco is a financial advisor with Preferred Capital Securities, LLC. Peter has been in the industry since August 14, 2000. Peter is registered with the following states: District of Columbia, Georgia, Maryland, North Carolina and Virginia. Peter holds the following securities licenses: Series 7, Series 63, Series 24 and SIE. Peter has worked at a number of firms in the past including UMB Distribution Services, LLC, Wildermuth Securities, LLC, Allstate Financial Services, LLC, Ameritas Investment Company, LLC, Northstar Securities, LLC, Orchard Securities, LLC, Wells Investment Securities, Inc., Securities America, Inc., Salomon Smith Barney Inc., La Jolla Capital Corporation and Thomas James Associates, Inc.

Firm Information

Peter Zucco is currently registered with Preferred Capital Securities, LLC. Preferred Capital Securities, LLC is a Limited Liability Company that was formed in September 2013. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands, as well as with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

24

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Peter Zucco’s Registration & Firm History

GA

03/09/2023 - Present

Preferred Capital Securities, LLC (ATLANTA GA)

WI

08/22/2022 - 02/27/2023

UMB DISTRIBUTION SERVICES, LLC (MILWAUKEE WI)

FL

07/05/2022 - 08/24/2022

WILDERMUTH SECURITIES, LLC (PONTE VEDRA BEACH FL)

MD

01/13/2021 - 06/21/2021

ALLSTATE FINANCIAL SERVICES, LLC (Gambrills MD)

MD

03/12/2020 - 06/04/2020

AMERITAS INVESTMENT COMPANY, LLC (Severna Park MD)

CO

08/05/2013 - 03/19/2018

NORTHSTAR SECURITIES, LLC (GREENWOOD VILLAGE CO)

NY

06/17/2013 - 07/25/2013

ORCHARD SECURITIES, LLC (NEW YORK NY)

GA

06/22/2000 - 05/30/2013

WELLS INVESTMENT SECURITIES,INC. (NORCROSS GA)

NE

07/31/2000 - 12/03/2003

SECURITIES AMERICA, INC. (LAVISTA NE)

NY

10/27/1997 - 04/07/2000

SALOMON SMITH BARNEY INC. (NEW YORK NY)

CA

06/18/1993 - 07/05/1994

LA JOLLA CAPITAL CORPORATION (SAN DIEGO CA)

NA

10/14/1987 - 11/10/1987

THOMAS JAMES ASSOCIATES, INC.

Not sure if Peter Zucco is right for you?

Licenses & Designations

IA

Issued 11/26/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/11/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/23/2001

Series 24 - General Securities Principal Examination

BC

Issued 03/19/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/24/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Peter Zucco. Review regulatory record here.
Not sure if Peter Zucco is right for you?