Peter Harano, financial advisor El Segundo CA

Peter Harano

CRD Number: 7307816
Current Firm: Ubs Financial Services Inc.

Peter Harano (CRD# 7307816) is an Investment Advisor Representative working at Ubs Financial Services Inc. in El Segundo, CA and has 1 year of experience in the finance industry.

Similar Advisors
 , financial advisor El Segundo CA

CRD# 2962660
Grove Point Advisors, LLC
Similar Advisors
Brandon Averill, financial advisor El Segundo CA
Brandon L. Averill
CRD# 5781614
Awm Capital, LLC
Similar Advisors
John Defonso, financial advisor El Segundo CA
John P. Defonso
CRD# 6406556
Aqua Capital Advisors
Company Name Location Dates Years
Ubs Financial Services Inc. Los Angeles, CA Nov 2020 - Current 3
Damitz, Brooks, Nightingale, Turner, And Morrissett Cpas Santa Barbara, CA Feb 2020 - Current 3
University Of California, Santa Barbara Goleta, CA Sep 2016 - Jun 2020 3
Skyworks Inc. Irvine, CA Jun 2019 - Sep 2019 < 1
Damitz, Brooks, Nightingale, Turner, And Morrissett Santa Barbara, CA Feb 2019 - Apr 2019 < 1
Great Pacific Securities Costa Mesa, CA Dec 2018 - Jan 2019 < 1
The Crab Cooker Newport Beach, CA Jun 2017 - Sep 2017 < 1
Bear Flag Fish Company Newport Beach, CA Jun 2016 - Sep 2016 < 1
Flying Fish Bar & Grill Newport Beach, CA May 2016 - Jun 2016 < 1
Newport Harbor High School Newport Beach, CA Sep 2012 - Jun 2016 3
The Crab Cooker Newport Beach, CA Jun 2015 - Sep 2015 < 1
The Crab Cooker Newport Beach, CA Jun 2014 - Sep 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2022
Contact Info for Peter Harano
Phone Number: 201-352-3000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    600,809
    MILLIONS
  • Total Number of Accounts
    1,077,471
    ACCOUNTS
  • Average Account Value
    $557,610
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.