Peter Seriano Email
Senior Financial Planner @ ProVise Management Group, LLC.
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Peter Seriano Location
- Florida, United States
Peter Seriano Work
- Senior Financial Planner @ (March 2026 - Present)
- Financial Planner @ (July 2022 - March 2026)
- Board Member @ (February 2026 - Present)
- Financial Advisor @ Edward Jones (February 2019 - July 2022)
- Vice President, Financial Solutions Advisor @ Bank of America Merrill Lynch (August 2015 - January 2019)
- Financial Advisor @ (January 2015 - June 2015)
- Financial Advisor and Licensed Investment Support Specialist @ Fifth Third Securities (September 2013 - December 2014)
- Advisory Counselor @ T. Rowe Price (September 2006 - September 2013)
- Sales and Appointments @ Buy Owner (February 2006 - September 2006)
- Call Center Manager and Agent Services Liaison @ Gulf Coast TItle (January 2003 - January 2006)
Peter Seriano Education
- Plymouth State University 1998-2002
- Countryside High School 1994-1998
- University of South Florida
Bachelor of Science (Business Management 2008)
Peter Seriano Skills
- Asset Allocation
- Certified Financial Planner
- Estate Considerations
- Financial Advisory
- Financial Planning
- Financial Services
- Financial Strategies
- Investment Management
- Investment Strategies
- Investments
- Portfolio Strategies
- Retirement Planning
Peter Seriano Summary
- Peter Seriano, based in Florida, United States, is currently a Senior Financial Planner at ProVise Management Group, LLC.. Peter Seriano brings experience from previous roles at ProVise Management Group, LLC., Homeless Empowerment Program, Edward Jones and Bank of America Merrill Lynch. Peter Seriano holds a 1998 - 2002 Plymouth State University. With a robust skill set that includes Asset Allocation, Certified Financial Planner, Estate Considerations, Financial Advisory, Financial Planning and more. Peter Seriano has 1 emails on RocketReach.
Looking for a different Peter Seriano?
Find contact details for 700 million professionals.
Others Named Peter Seriano
Peter Seriano
Senior Financial Planner
Florida, United States
Top ProVise Management Group, LLC. Employees
Justin Whitmer
Senior Investment Analyst
Florida, United States
Joe McFadden
Financial Planner
Florida, United States
Jon Brethauer
Executive Vice President
United States
Sherine Sutherland
Client Relationship Associate
Saint Petersburg, FL, US
Susan Washburn
Senior Financial Planner
Clearwater, FL, US
Tom Harrington
Director of Retirement Plans
Florida, United States
Nancy Ramey
Executive Vice President
Florida, United States
Melinda Hyre
Director Of Operations
Clearwater, FL, US
Daniel Mannix
Principal
Clearwater, FL, US
Shane O'Hara
Principal, Executive Vice President, CCO
Florida, United States
Oscar Skjaerpe
Financial Planner
Florida, United States
Peter Seriano
Senior Financial Planner
Florida, United States
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co