ADVISOR BIO

Peter James Kokos is a financial advisor registered with Ameriprise Financial Services, LLC. Peter has been in the financial industry since 1999. Peter is licensed in Arizona, California, and Texas. Peter holds the Series 6, 7, and 63 securities licenses. He is also licensed as an investment advisor representative in Texas. Peter is a financial advisor with over 20 years of experience working in the financial industry. Peter is also licensed to offer insurance products. Peter’s current office location is in Glendale, California.

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ADVISOR BIO

Peter John Wollesen is a financial advisor who has been in the industry since 1999. Peter is registered with Wells Fargo Clearing Services, LLC and has a branch office in Bakersfield, CA. Peter has been registered with Wells Fargo Advisors LLC since 2010 and has a current registration with Wells Fargo Clearing Services, LLC since 2016. Peter has a Series 7, Series 31 and Series 66 license. In the past, Peter was also registered with MORGAN STANLEY SMITH BARNEY and MORGAN STANLEY & CO. INCORPORATED.

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ADVISOR BIO

Peter A. Smaldino has over 24 years of experience in the financial services industry. Peter is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. He is also a registered investment advisor representative in California and Texas. Peter has held previous positions with Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Merrill Lynch. Peter has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination, the Futures Managed Funds Examination, and the General Securities Representative Examination. Peter provides portfolio management services for individuals and businesses. Peter also provides pension consulting and educational seminars.

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ADVISOR BIO

Peter Mueller Jaeschke is a licensed securities professional who is registered with J.p. Morgan Securities LLC. Peter is a financial professional with experience in financial planning, pension consulting and selection of other advisors. Peter is currently registered in 53 states and the District of Columbia.

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ADVISOR BIO

Peter Michael Burton is an Investment Advisor Representative at Burton Enright Welch. Peter has been registered with the Securities and Exchange Commission since 1987 and has experience in the financial services industry for over 30 years. Peter is a Registered Investment Advisor and holds Series 7, 22, 63, and 65 licenses. Peter is a Chartered Financial Consultant. Peter is also a partner in Burton Enright Welch and provides life insurance analysis and recommendations to individuals and small business owners. Peter is committed to providing personalized financial advice to help clients achieve their financial goals.

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ADVISOR BIO

Peter Barsoum Yanni is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Peter has been in the securities industry since August 16, 2018 and has experience providing portfolio management services to individuals, businesses and pooled investment vehicles. Peter is also a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., and has experience providing financial planning services and portfolio management services to individuals, businesses, corporations, charitable organizations, pension plans and high net worth individuals. Peter has a Series 66 license and a Series 7 license. Peter is registered in 11 states, including California, Texas, New York and Arizona.

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ADVISOR BIO

Peter Nieporent is a registered Investment Advisor Representative with Kovitz Investment Group Partners, LLC. Peter has been in the financial industry since February 2015 and holds a Series 65 license. Peter specializes in a variety of areas including retirement planning, college savings, estate planning, and business succession planning. Peter is committed to providing personalized financial advice and guidance to help clients achieve their financial goals. Kovitz Investment Group Partners, LLC is an independent financial advisory firm with a focus on providing comprehensive financial planning and investment management services. The firm serves a diverse clientele including individuals, families, businesses, and institutions.

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ADVISOR BIO

Peter Wierzbicki is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Peter Wierzbicki has been in the financial services industry since June 19, 1988. Peter Wierzbicki is registered with the state of California, where he is licensed as a registered investment advisor representative. Peter Wierzbicki is also registered in Texas as a registered investment advisor representative. Peter Wierzbicki is also a registered representative with Cambridge Investment Research, Inc. Peter Wierzbicki has a Series 6, Series 62, and Series 63 license. Peter Wierzbicki also holds a Securities Industry Essentials (SIE) license. Peter Wierzbicki specializes in investment advisory services, financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Peter Wierzbicki works with clients of all ages and income levels.

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ADVISOR BIO

Peter Desmond Lizotte is a financial advisor with over 35 years of experience in the industry. Peter is currently registered with MML Investors Services, LLC and has a Series 6, SIE and Series 63 license. Peter has previously been registered with Walnut Street Securities, Inc. and Mutual Service Corporation. Peter is also registered in 5 states: California, Colorado, Florida, New Jersey and Oregon. Peter's specialties include asset allocation programs, financial planning, pension consulting, and educational seminars.

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ADVISOR BIO

Peter Michael Feibleman is a registered investment advisor representative with Morgan Stanley in Irvine, CA. Peter Michael Feibleman has been in the industry since 1981 and has worked for several firms, including Citigroup Global Markets Inc., Lehman Brothers Inc., and E. F. Hutton & Company Inc. Peter Michael Feibleman is registered with the state of California and Texas. Peter Michael Feibleman provides a variety of services including asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies.

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