Peter Edelstein

Peter Edelstein Email and Phone Number

Financial Advisor and CEO @ Regent Financial Group, LLC
Rochester, NY, US
Peter Edelstein's Location
Rochester, New York, United States, United States
Peter Edelstein's Contact Details

Peter Edelstein work email

Peter Edelstein personal email

n/a
About Peter Edelstein

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Regent Financial Group is not affiliated with Kestra IS or Kestra AS. This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided. Investor Disclosures: https://bit.ly/KF-Disclosureshttps://www.finra.orghttps://www.sipc.org

Peter Edelstein's Current Company Details
Regent Financial Group, LLC

Regent Financial Group, Llc

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Financial Advisor and CEO
Rochester, NY, US
Peter Edelstein Work Experience Details
  • Regent Financial Group, Llc
    Financial Advisor And Ceo
    Regent Financial Group, Llc
    Rochester, Ny, Us
  • Regent Financial Group, Llc
    Financial Advisor & Ceo
    Regent Financial Group, Llc Jul 2013 - Present
    Pittsford, New York

Peter Edelstein Skills

Financial Services Retirement Planning Series 7 Wealth Management Mutual Funds Financial Advisory Series 63 Investment Strategies Investments Securities Sales Portfolio Management 401k Wealth Project Management Leadership Team Building Customer Service Investment Advisory Strategic Planning

Peter Edelstein Education Details

Frequently Asked Questions about Peter Edelstein

What company does Peter Edelstein work for?

Peter Edelstein works for Regent Financial Group, Llc

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

Peter Edelstein's current role is Financial Advisor and CEO.

What is Peter Edelstein's email address?

Peter Edelstein's email address is pe****@****oup.com

What schools did Peter Edelstein attend?

Peter Edelstein attended The American College Of Financial Services, Brighton High School, St. John Fisher College.

What skills is Peter Edelstein known for?

Peter Edelstein has skills like Financial Services, Retirement Planning, Series 7, Wealth Management, Mutual Funds, Financial Advisory, Series 63, Investment Strategies, Investments, Securities, Sales, Portfolio Management.

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