Peter F. Florio
Professional summary
Peter Frank Florio, CFP®, who also goes by Peter F Florio, is a registered financial advisor currently at THE FLORIO WEALTH MANAGEMENT GROUP located in Westbury, New York and PURSHE KAPLAN STERLING INVESTMENTS located in Westbury, New York.
Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Peter has worked at 4 firms and has passed the Series 63, Series 99TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Peter Frank Florio's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2010
Experience
October 22, 2021 - Present
THE FLORIO WEALTH MANAGEMENT GROUP
Office #1: 1025 Old Country Road, Suite 312, Westbury, NY 11590September 28, 2020 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 1025 Old Country Road Suite 312, Westbury, NY 11590April 20, 2019 - May 21, 2019
SIGMA AMERICAS SECURITIES LLC
August 31, 2009 - December 31, 2009
MML INVESTORS SERVICES, LLC
May 20, 1986 - June 28, 2017
MML INVESTORS SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/28/2020)
(3/27/2023)
(9/28/2020)
(11/16/2020)
(9/28/2020)
(3/27/2023)
(6/29/2023)
(3/27/2023)
(9/28/2020)
(9/28/2020)
(10/22/2021)
(9/28/2020)
(9/28/2020)
(9/28/2020)
(3/27/2023)
(3/27/2023)
(9/28/2020)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
THE FLORIO WEALTH MANAGEMENT GROUP
CRD#: 288027 / SEC#: 801-110390
Contact information
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