Peter R. Trapani
Professional summary
Peter Robert Trapani is a registered financial advisor currently at PREFERRED PLANNING ASSOCIATES, INC. located in Oak Brook, Illinois.
Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Peter has worked at 6 firms and has passed the Series 65, Series 63, Series 6 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Peter Robert Trapani's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 27, 2014 - Present
PREFERRED PLANNING ASSOCIATES, INC.
Office #1: 700 Commerce Drive Suite 500, Oak Brook, IL 60523March 16, 2012 - December 31, 2013
GRADIENT SECURITIES, LLC
October 3, 2006 - January 27, 2012
OAKBRIDGE FINANCIAL SERVICES
November 24, 1998 - September 19, 2006
THE INVESTMENT CENTER, INC.
January 5, 1996 - January 31, 1997
CETERA FINANCIAL SPECIALISTS LLC
February 17, 1994 - January 17, 1996
SECURIAN FINANCIAL SERVICES, INC.
June 18, 1985 - February 16, 1994
CETERA FINANCIAL SPECIALISTS LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/27/2014)
Exams
Current Firm
PREFERRED PLANNING ASSOCIATES, INC.
CRD#: 169186 / SEC#:
Contact information
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