Peter Valles

Peter Valles Email and Phone Number

Registered Investment Advisor at WealthPlan Advantage @ WealthPlan Advantage
morristown, tennessee, united states
Peter Valles's Location
New York City Metropolitan Area, United States
About Peter Valles

As a Wealth Manager Peter works with his clients to develop a cohesive strategy designed to address the most complex financial goals and needs. His comprehensive approach covers a wide array of wealth management areas including, investment management, business succession planning, insurance protection, retirement income, college savings and estate planning."My clients are thoroughly involved in the financial plan. We prioritize their goals and map out a road to meet their objectives. When the plan is put into action we walk together."

Peter Valles's Current Company Details
WealthPlan Advantage

Wealthplan Advantage

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Registered Investment Advisor at WealthPlan Advantage
morristown, tennessee, united states
Employees:
3
Peter Valles Work Experience Details
  • Wealthplan Advantage
    Registered Investment Advisor
    Wealthplan Advantage Jun 2020 - Present
    191 Washington Street Morristown, Nj 07960
    View
  • Daiwa Capital Markets America
    Director
    Daiwa Capital Markets America Jan 2018 - Jun 2020
  • Janney Montgomery Scott Llc
    Director
    Janney Montgomery Scott Llc Dec 2010 - Oct 2017
    New York, Ny
    Institutional Fixed Income
    View
  • Sterne Agee Leach
    Senior Vice President
    Sterne Agee Leach May 2006 - Oct 2010
    New York, Ny
    Institutional Fixed Income
    View
  • Advest, Inc.
    Vice President
    Advest, Inc. Apr 1998 - Apr 2006
    New York, Ny
    View

Peter Valles Skills

Fixed Income Investments Capital Markets Sales Portfolio Management Asset Management Equities Leadership

Peter Valles Education Details

Frequently Asked Questions about Peter Valles

What company does Peter Valles work for?

Peter Valles works for Wealthplan Advantage

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

Peter Valles's current role is Registered Investment Advisor at WealthPlan Advantage.

What schools did Peter Valles attend?

Peter Valles attended Villanova University.

What skills is Peter Valles known for?

Peter Valles has skills like Fixed Income, Investments, Capital Markets, Sales, Portfolio Management, Asset Management, Equities, Leadership.

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