Peter Sechoka, financial advisor Needham Heights MA

Peter Sechoka

CRD Number: 4918151
Current Firm: Royal Alliance Associates, Inc.

Peter Sechoka (CRD# 4918151) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Needham Heights, MA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Royal Alliance Associates, Inc. Needham Heights, MA Nov 2018 - Current 3
Signator Investors, Inc. Boston, MA Mar 2005 - Nov 2018 13
John Hancock Financial Network Boston, MA Jun 2004 - Nov 2018 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2005
S65 NASAA Investment Advisors Law Examination Nov 2018
Contact Info for Peter A. Sechoka
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    20,655
    MILLIONS
  • Total Number of Accounts
    89,747
    ACCOUNTS
  • Average Account Value
    $230,151
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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