Peter R. Trapani
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Peter Robert Trapani was a registered financial professional .
Peter is a previously registered financial professional and started their career in finance in 1985. Peter had worked at 6 firms and has passed the Series 65, Series 63, Series 6 and Series 7 exams.
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Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 27, 2014 - December 31, 2025
PREFERRED PLANNING ASSOCIATES, INC.
March 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
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Exams
Current Firm
PREFERRED PLANNING ASSOCIATES, INC.
CRD#: 169186 / SEC#:
Contact information
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