Peter Cina

Peter Cina Email and Phone Number

Financial Consultant and Business Owner @ Proa Wealth Management
Westport, CT, US
Peter Cina's Location
Westport, Connecticut, United States, United States
Peter Cina's Contact Details
About Peter Cina

• Peter's focus is on wealth preservation and risk management using strict adherence to research and market trends. He emphasizes client education as a key element in the financial services process and portfolio construction.• Because Proa Wealth Management doesn’t offer proprietary products and doesn’t engage in investment banking activities, we are able to provide objective investment recommendations that integrate a broad scope of investment products.Securities and Advisory Services offered through LPL Financial, a registered Investment Advisor, member FINRA/SIPC. For hyperlinks for FINRA and SIPC please refer to "see contact info" section above.Third party post found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representative associate with this page may only discuss and/or transact business with residence of the following states: AL, CA, CT, FL, IL, MA, NC, NJ, NY, PA, TX, VA and VTSpecialties: - Mutual funds- Comprehensive asset management accounts*- Variable and fixed annuities- Individual stocks and bonds- Estate, college, business, tax, and retirement planning- Domestic and foreign securities- Alternative investments- Insurance- Trust services*** registration held through LPL Financial** LPL Financial Representatives offer access to Trust Services through The Private Trust Company N A, an Affiliate of LPL FinancialAward based on 10 objective criteria associated with providing quality services to all clients such ascredentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013 Five Star Wealth Managers.

Peter Cina's Current Company Details
Proa Wealth Management

Proa Wealth Management

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Financial Consultant and Business Owner
Westport, CT, US
Website:
proawealth.com
Employees:
1
Peter Cina Work Experience Details
  • Proa Wealth Management
    Financial Consultant And Business Owner
    Proa Wealth Management
    Westport, Ct, Us
    View
  • Proa Wealth Management
    Financial Consultant/Business Owner
    Proa Wealth Management Sep 1993 - Present
    Westport, Ct & Naples, Fl
    Peter Cina, MSLPL Registered Principal • Peter has over 20 years of advisory and investment experience. In 1993, he established the Westport office of LPL Financial. As an independent financial advisor, Peter has been providing investment advice and financial services to high net worth individuals, businesses and non-profit organizations in over 15 states. • His focus is on wealth preservation and risk management using strict adherence to research and market… Show more Peter Cina, MSLPL Registered Principal • Peter has over 20 years of advisory and investment experience. In 1993, he established the Westport office of LPL Financial. As an independent financial advisor, Peter has been providing investment advice and financial services to high net worth individuals, businesses and non-profit organizations in over 15 states. • His focus is on wealth preservation and risk management using strict adherence to research and market trends. He emphasizes client education as a key element in the financial services process and portfolio construction. • Earlier in his career, Peter held positions at David Lerner Associates, A.G. Edwards, and Robert Thomas Securities. • Peter attended the Bernard M. Baruch School of Business and Public Administration (now Baruch College). He earned his Bachelor and Master of Science degrees from the City College of the City University of New York. • Peter’s registrations and licenses are: - Registered Principal (FINRA Series 24) Registrations held through LPL Financial - Registered Representative (FINRA Series 7) Registrations held through LPL Financial - Licensed Life Insurance Agent - Associated Person (AP) - FINRA Series 31 and 51 Registrations held through LPL Financial • Peter volunteers his time and participates in various charitable organizations. • Peter is married with three children and resides in Westport, CT. He enjoys music, reading, sailing and spending time with his family.Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth mangers do not pay fee to be considered or placed on the final list of 2013 Five Star Wealth Managers. Show less
  • Robert Thomas Securities
    Financial Advisor
    Robert Thomas Securities 1990 - 1992
    Westport,Ct
  • A.G. Edwards
    Investment Counsler
    A.G. Edwards 1988 - 1990
    Fairfield, Ct
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Peter Cina Skills

Mutual Funds Variable And Fixed Annuities Investment Strategies Retirement Planning Wealth Management Series 7 Investments Financial Advisory Alternative Investments Securities Portfolio Management Asset Management Financial Services

Peter Cina Education Details

Frequently Asked Questions about Peter Cina

What company does Peter Cina work for?

Peter Cina works for Proa Wealth Management

What is Peter Cina's role at the current company?

Peter Cina's current role is Financial Consultant and Business Owner.

What is Peter Cina's email address?

Peter Cina's email address is pe****@****lpl.com

What is Peter Cina's direct phone number?

Peter Cina's direct phone number is +120345*****

What schools did Peter Cina attend?

Peter Cina attended The City University Of New York, The City University Of New York, City University Of New York-Baruch College.

What are some of Peter Cina's interests?

Peter Cina has interest in Collecting Antiques, Exercise, Home Improvement, Reading, Gourmet Cooking, Sports, The Arts, Golf And Family, Home Decoration, Teaching.

What skills is Peter Cina known for?

Peter Cina has skills like Mutual Funds, Variable And Fixed Annuities, Investment Strategies, Retirement Planning, Wealth Management, Series 7, Investments, Financial Advisory, Alternative Investments, Securities, Portfolio Management, Asset Management.

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