Peter Ponzio Email & Phone Number

Sr. Vice President @ Penn Advisors Financial Resources

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Peter Ponzio Location

Bala Cynwyd, PA, US

Peter Ponzio Work

2022 - now Sr. Vice President @ Penn Advisors Financial Resources
2014 - now Sr. Vice President @ Penn Investment Advisors, Inc.
2013 - 2014 President @ Longview Financial Partners

2012 - 2014 Registered Representative and Investment Advisor Representative @ LPL Financial
2005 - 2013 President @ Longview Financial Advisors
2011 - 2012 Registered Representative @ Sunbelt Securities
1999 - 2005 Sr. Vice President of Retirement Services @ Commerce Capital Markets
1990 - 2000 District Manager @ VALIC
1986 - 1990 Advisor @ Donald Smith & Associates
1982 - 1986 Registered Representative @ Foresters Financial Services
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Peter Ponzio Education

Rutgers University
1982 - 1984

Peter Ponzio Skills

Retirement Planning
Asset Management
Mutual Funds

Wealth Management
Qualified Retirement Plans
401k
Insurance
Health Insurance
Property & Casualty Insurance
Life Insurance

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Peter Ponzio Summary

Peter Ponzio, based in Bala Cynwyd, PA, US, is currently a Sr. Vice President at Penn Advisors Financial Resources. Peter Ponzio brings experience from previous roles at Penn Investment Advisors, Inc., Longview Financial Partners, LPL Financial and Longview Financial Advisors. Peter Ponzio holds a 1982 - 1984 Rutgers University. With a robust skill set that includes Retirement Planning, Asset Management, Mutual Funds, Wealth Management, Qualified Retirement Plans and more. Peter Ponzio has 1 mobile phone numbers on RocketReach.

Peter Ponzio Phone Numbers

Found 1 phone numbers

+1 267-374-XXXX

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