Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pietro? Claim Your ProfilePietro Joseph Passalacqua is an investment advisor representative registered with Creative Financial Designs, Inc. and Frontier Financial Planning & Capital Management, Inc. Pietro has been active in the financial industry since February 14, 1993. He is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 24 and SIE licenses. Pietro is also a Certified Financial Planner. Pietro is currently registered in Delaware, Florida, Georgia, New Jersey, New York, Pennsylvania, South Carolina, Texas, and Virginia. Pietro's professional experience includes work at The Investment Center, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
06/16/2003 - Present
Creative Financial Designs, Inc. (KOKOMO IN)
NJ
12/18/1998 - 12/19/2001
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
MN
01/05/1993 - 12/23/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/05/1993 - 12/23/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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