Peter AlbanoCRD Number: 1102955
Current Firm: Insight Securities, Inc.
Peter Albano (CRD# 1102955) is an Investment Advisor Representative working at Insight Securities, Inc. in Monterey, CA and has over 32 years of experience in the finance industry.
J.p. Morgan Securities LLC
Cetera Advisors LLC
Monterey Private Wealth, Inc.
|Insight Securities, Inc.||Monterey, CA||Jan 2013 - Current||5|
|Albano Investment Management||Monterey, CA||Aug 2004 - Current||13|
|Horwitz & Associates, Inc.||Northbrook, IL||Jun 2004 - Jan 2013||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1985|
|S66||NASAA Uniform Combined State Law Examination||Nov 2004|
Total Assets Under Management110MILLIONS
Total Number of Accounts249ACCOUNTS
Average Account Value$442,925
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, NC, NJ, NM, NY, OH, OK, PA, PR, SC, SD, TX, VA, WA, WI