Peter CicciariCRD Number: 1443542
Current Firm: H.d. Vest Advisory Services, Inc.
Peter Cicciari (CRD# 1443542) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Simi Valley, CA and has over 22 years of experience in the finance industry. Peter Cicciari has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Fried Asset Management, Inc.
Felicitas Investors LLC
|Peter F. Cicciari||Simi Valley, CA||Jan 2005 - Current||13|
|H.d. Vest Advisory Services||Simi Valley, CA||Feb 1998 - Current||20|
|Peter F. Cicciari||Simi Valley, CA||Jan 1990 - Current||28|
|H.d. Vest Investment Services||Simi Valley, CA||Dec 1985 - Current||32|
|Maranatha Financial Services||Simi Valley, CA||Nov 1976 - Current||41|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1995|
|S65||NASAA Investment Advisors Law Examination||Apr 1998|
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- 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)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY