ADVISOR BIO

Peter Roberts is a financial advisor registered in California. Peter has been in the industry since 1982 and is currently with MML Investors Services, LLC. Peter has experience with various investment products and is able to assist clients with financial planning, portfolio management, and pension consulting. Peter is a Chartered Financial Consultant.

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ADVISOR BIO

Peter Randall Benn has been in the financial services industry since 1993. Peter is currently registered with Stifel, Nicolaus & Company, Inc. Previously, Peter was registered with WELLS FARGO CLEARING SERVICES, LLC and CITIGROUP GLOBAL MARKETS INC. Peter holds Series 7, 63 and 65 securities licenses. Peter has been active in the financial services industry for over 30 years and has a proven track record of success. Peter is committed to providing clients with personalized financial advice and guidance.

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ADVISOR BIO

Peter Torchia is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., based in PLEASANTON, CA. He is registered with the state of California as both a broker-dealer and an investment advisor. Peter has been in the financial services industry since 1975 and has held registrations with several firms over the years, including Drexel Burnham Lambert Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He is licensed to provide investment advisory services to individuals, businesses, and institutions. Peter holds the Series 3, 5, 7, 15, 63, and 65 licenses. His areas of specialization include securities, commodities, investment advisory, and foreign currency options.

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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 H. Taylor is a financial advisor with J.P. Morgan Securities LLC. Peter has been in the industry since 2012 and has held previous positions with Chase Investment Services Corp. Peter is registered to provide investment advice in the state of California. Peter has passed the Series 6, Series 63 and SIE exams. Peter is specialized in various areas including Financial Planning, Pension Consulting, Selection of Other Advisers, and Portfolio Management for Individuals and Businesses.

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ADVISOR BIO

Peter Minh Chen is a financial advisor registered with J.p. Morgan Securities LLC. Peter has been in the securities industry since December 2021. Peter is licensed in California. Peter offers financial planning, pension consulting, and selection of other advisors. Peter specializes in Investment Company Products, Variable Contracts, and Securities Industry Essentials.

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ADVISOR BIO

Peter Clinton is a financial professional with over 20 years of experience in the securities industry. Peter is currently registered with J.p. Morgan Securities LLC and has been with the firm since December 2014. Peter has a wide range of experience, having worked previously for Morgan Stanley & Co., Incorporated, Lehman Brothers Inc., CS First Boston Corporation, and Goldman, Sachs & Co.. Peter holds multiple industry licenses and certifications, including Series 3, 7, 63, and 66. Peter provides financial planning and portfolio management services to individual and institutional clients. Peter also specializes in providing services to charitable organizations, insurance companies, high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses.

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ADVISOR BIO

Peter O. Paik is a financial advisor with Morgan Stanley. Peter has been in the financial services industry since January 4, 2013. Peter has a Series 66 and a Series 7 license. Peter is also a Certified Financial Planner. Peter has experience working with UBS Financial Services Inc. and Mercer Allied Company, L.P. Peter offers financial planning, asset allocation advice and portfolio management.

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ADVISOR BIO

Peter Carolan is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Peter has been in the financial services industry since September 11, 2008 and holds a Series 66, Series 10, Series 9, SIE, Series 3, Series 31, and Series 7 licenses. Peter has a Certified Financial Planner designation and offers investment consulting services to institutional clients.

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ADVISOR BIO

Peter Chak is a financial advisor with Mariner Wealth. Peter has been a registered representative in the securities industry since December 2015. Peter has experience with both individual and institutional clients. Peter's areas of expertise include financial planning, pension consulting, and portfolio management. Peter also provides educational seminars and publication of periodicals.

SPECIALIZATIONS