Peter Abbate (CRD# 6127350) is an Investment Advisor Representative working at Merit Financial Advisors in Maitland, FL and has over 10 years of experience in the finance industry.
CRD# 6160017
Securian Financial Services, Inc.
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Maitland, FL | Apr 2022 - Current | < 1 |
| Merit Financial Group, LLC | Alpharetta, GA | Apr 2022 - Current | < 1 |
| Valic Financial Advisors, Inc. | Orlando, FL | Oct 2020 - Apr 2022 | 1 |
| Pnc Bank | Orlando, FL | Feb 2020 - Oct 2020 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Orlando, FL | Aug 2019 - Jan 2020 | < 1 |
| Bank Of America, N.a. | Orlando, FL | Aug 2019 - Jan 2020 | < 1 |
| Jp Morgan Chase Bank, N.a. | Orlando, FL | Feb 2018 - Aug 2019 | 1 |
| Jp Morgan Securities, LLC | Orlando, FL | Feb 2018 - Aug 2019 | 1 |
| Valic Financial Advisors, Inc. | Orlando, FL | Apr 2016 - Mar 2018 | 1 |
| Massachusetts Mutual Life Insurance Co | Tampa, FL | Mar 2015 - Jan 2016 | < 1 |
| Mml Investors Services, LLC | Tampa, FL | Apr 2015 - Dec 2015 | < 1 |
| Transamerica Financial Advisors, Inc. | Orlando, FL | Mar 2013 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2018 |
- FL
-
Total Assets Under Management3,682MILLIONS
-
Total Number of Accounts10,460ACCOUNTS
-
Average Account Value$351,980
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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.