Peter AbbateCRD Number: 6127350
Current Firm: J.p. Morgan Securities LLC
Peter Abbate (CRD# 6127350) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Orlando, FL and has over 7 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Raymond James Financial Services Advisors, Inc.
|Jp Morgan Chase Bank, N.a.||Orlando, FL||Feb 2018 - Current||1|
|Jp Morgan Securities, LLC||Orlando, FL||Feb 2018 - Current||1|
|Valic Financial Advisors, Inc.||Orlando, FL||Mar 2016 - Feb 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|
|University Of Central Florida||Orlando, FL||Jan 1998 - Aug 2009||11|
|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 Management130,276MILLIONS
Total Number of Accounts602,419ACCOUNTS
Average Account Value$216,255
- A percentage of assets under your management
- 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)
AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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.