Peter Seriano Email

Senior Financial Planner @ ProVise Management Group, LLC.

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Peter Seriano Location

Florida, United States

Peter Seriano Work

2026 - now Senior Financial Planner @ ProVise Management Group, LLC.
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2022 - 2026 Financial Planner @ ProVise Management Group, LLC.
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2026 - now Board Member @ Homeless Empowerment Program

2019 - 2022 Financial Advisor @ Edward Jones
2015 - 2019 Vice President, Financial Solutions Advisor @ Bank of America Merrill Lynch
2015 - 2015 Financial Advisor @ Darwin Wealth Management
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2013 - 2014 Financial Advisor and Licensed Investment Support Specialist @ Fifth Third Securities
2006 - 2013 Advisory Counselor @ T. Rowe Price
2006 - 2006 Sales and Appointments @ Buy Owner
2003 - 2006 Call Center Manager and Agent Services Liaison @ Gulf Coast TItle

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Peter Seriano Education

Plymouth State University
1998 - 2002
Countryside High School
1994 - 1998
University of South Florida

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. Peter Seriano has 1 emails on RocketReach.

Peter Seriano Emails

Found 1 emails

@provise.com

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Top ProVise Management Group, LLC. Employees

Shane O'Hara

Principal, Executive Vice President, CCO at ProVise Management Group, LLC.

Florida, United States
2
- provise.com
- gmail.com
2
- +1 561-791-XXXX
- +1 561-307-XXXX
Eric Ebbert

Owner at ProVise Management Group, LLC.

Florida, United States
1
- provise.com
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- +1 727-441-XXXX
- +1 813-223-XXXX
- +1 415-206-XXXX
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Susan Washburn

Senior Financial Planner at ProVise Management Group, LLC.

Clearwater, FL, US
2
- yahoo.com
- provise.com
2
- +1 772-234-XXXX
- +1 504-920-XXXX
Josh Finegold

Investment Analyst at ProVise Management Group, LLC.

Safety Harbor, FL, US
1
- provise.com
2
- +1 727-710-XXXX
- +1 727-712-XXXX
Sandy Risgaard

Senior Financial Planner at ProVise Management Group, LLC.

Florida, United States
2
- hotmail.com
- provise.com
3
- +1 813-362-XXXX
- +1 920-733-XXXX
- +1 813-317-XXXX
Austin Nesci

Paraplanner at ProVise Management Group, LLC.

Tampa, FL, US
1
- provise.com
Christiana Dirks

Paraplanner at ProVise Management Group, LLC.

Tampa, FL, US
1
- provise.com
Sherine Sutherland

Client Relationship Associate at ProVise Management Group, LLC.

Saint Petersburg, FL, US
1
- provise.com
Rick Baker

V.P. at ProVise Management Group, LLC.

Florida, United States
1
- provise.com

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