ADVISOR BIO

Peter McGuinness is a financial advisor registered with Bessemer Investor Services, Inc., and has been in the industry since September 30, 1998. Peter has a diverse set of licenses including Series 7, Series 24, Series 63, and the SIE exam. Peter is registered in all 50 states and the District of Columbia. Previously, Peter worked at J.P. Morgan Securities LLC, J.P. Morgan Securities Inc., and J.P. Morgan Securities Inc.

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ADVISOR BIO

Peter Ross Cherry is a financial advisor at AMA Securities LLC, a firm located in Stamford, Connecticut. Peter is a registered representative in Connecticut and has held Series 79TO, Series 63 and SIE licenses. Peter has been in the financial services industry since September 9, 2020.

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ADVISOR BIO

Peter Kurt Heger is a financial advisor with Janney Montgomery Scott LLC. Peter has been in the financial services industry since 1985. Janney Montgomery Scott LLC is a full-service investment firm that provides financial advice and services to individuals, families, businesses, and institutions. The firm's mission is to help clients achieve their financial goals through a variety of investment products and services.

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ADVISOR BIO

Peter Greco is a registered representative with MML Investors Services, LLC. Peter has been in the financial industry since April 2008. Peter has licenses in Broker/Dealer and Investment Advisor and is registered with the Securities Investor Protection Corporation. Peter is also a licensed independent insurance agent and offers dental, group disability income, disability fixed annuities, life/accident/health, Medicare related products.

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ADVISOR BIO

Peter Gerald Lenane is an Investment Advisor Representative with Oppenheimer & Co. Inc. Lenane has been in the financial services industry since 1981. The advisor is registered in 16 states including Colorado, Connecticut, Florida, and New York. The advisor specializes in providing investment advice to individuals, businesses, and pooled investment vehicles. Lenane is also registered with FINRA and has passed the Series 63, Series 65, Series 7, and Series 5 exams. The advisor is located in Greenwich, Connecticut, and has been with Oppenheimer & Co. Inc. since 2003. Previously, Lenane worked at Fahnestock & Co. Inc., CIBC World Markets Corp., and Shearson Lehman Hutton Inc.

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ADVISOR BIO

Peter L. Ferdinand is a financial advisor who has been in the industry since 1995. Peter is registered with Morgan Stanley and has a Series 3, 7, and 66 license as well as the SIE exam. Peter has worked for several firms over his career including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Robertson Stephens, Inc. Peter is registered to provide securities and investment advisory services in several states including Connecticut, Texas, and California.

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ADVISOR BIO

Peter Dimaria is a financial advisor with Icapital Markets LLC, based in Greenwich, CT. Peter has been in the industry since 2019. He holds the Series 7, Series 63, and Series 7TO licenses. Peter has a wealth of experience and is registered to provide financial advice in 51 states. Before joining Icapital Markets LLC, Peter worked for INDEPENDENT BROKERAGE SOLUTIONS LLC and ARETE WEALTH MANAGEMENT, LLC.

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ADVISOR BIO

Peter Gerard Van dessel is an investment advisor representative at Abbington Investment Group, LLC. Peter has been in the industry since February 2014 and has passed the Series 65 and Series 3 exams. Peter is registered with the state of Connecticut and Maine as an Investment Advisor Representative. Peter has a specialization in Portfolio Management for Individuals and Pension Consulting.

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ADVISOR BIO

Peter Starr Humphrey is a financial advisor currently working at UBS Financial Services Inc. in New London, CT. Humphrey has been in the industry since 1968 and is registered to provide investment advice in Connecticut, Florida, and Texas. Humphrey also holds a number of professional certifications, including Series 7, 10, 9, 52, 63, 65, and SIE. Humphrey is also a member of the board of directors of the Westerly Hospital Foundation.

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ADVISOR BIO

Peter Jonathan Secrist is an investment advisor representative with Washington Trust Advisors. Peter has been in the financial services industry since 2008 and holds a Series 7, 65 and 66 license. Peter is registered in Connecticut and Massachusetts. Peter's previous experience includes roles at Charles Schwab & Co., Inc. and Crestone Securities LLC. The focus of Peter's practice is to provide financial planning, portfolio management, and asset allocation and monitoring services to individuals, high net worth individuals, charitable organizations, corporations, and pension and profit-sharing plans.

SPECIALIZATIONS