Peter AbbateCRD Number: 6127350
Current Firm: Valic Financial Advisors, Inc.
Peter Abbate (CRD# 6127350) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Orlando, FL and has over 8 years of experience in the finance industry.
Securian Financial Services, Inc.
Certified Advisory Corp
Financial Harvest Wealth Advisors
|Valic Financial Advisors, Inc.||Orlando, FL||Oct 2020 - Current||< 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|
|Black Belt Group, LLC||Estero, FL||Aug 2008 - Mar 2013||4|
|First Command Financial Planning, Inc.||Orlando, FL||Oct 2012 - Dec 2012||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2012|
|S66||NASAA Uniform Combined State Law Examination||Apr 2018|
Total Assets Under Management21,117MILLIONS
Total Number of Accounts318,917ACCOUNTS
Average Account Value$66,215
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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