Peter Dizdar

Current Employers

Employment History

• 10/2015 → 11/2016
  Investor's Bank
  South Orange, NJ
• 10/2015 → 11/2016
  Invest Financial Corp.
  Tampa, FL
• 12/2016 → 01/2017
  Unemployed
  Cranford, NJ
• 02/2017 → 01/2019
  Axa Advisors, Llc
  New York, NY
• 01/2019 → 02/2021
  Equity Services Inc
  Montpelier, VT
• 01/2019 → 02/2021
  Truenorth Financial Solutions
  Whiteplains, NY
• 02/2021 → Present
  Palumbo Wealth Management, Llc
  Westfield, NJ
• 07/2022 → 12/2025
  Private Client Services, Llc
  Westfield, NJ

Previous Registrations

• 2019-02-14 → 2021-02-23
  Equity Services, Inc.
  White Plains, NY
  White Plains, NY
  New York, NY
• 2017-03-10 → 2019-01-23
  Equitable Advisors, Llc
  New York, NY
• 2015-10-13 → 2016-12-07
  Invest Financial Corporation
  Appleton, WI
  Brooklyn, NY
  Clifton, NJ
  Brooklyn, NY
  Brooklyn, NY
  Brooklyn, NY
  Millburn, NJ
  Madison, NJ
  South Orange, NJ
  Queens, NY
  Morristown, NJ
  Montclair, NJ
  Morris Plains, NJ
  Chatham, NJ
  Succasunna, NJ
• 2012-03-07 → 2015-01-12
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1) Life Insurance-separate from Palumbo Wealth Mgmt. 1010 Northern Blvd, Suite 310, Great Neck, NY 11021. Licensed life and health agent. Work w/ BGA crump and/or TrueNorth Financial as BGA for Life Insurance and/or annuity investments if warranted for client/prospect. 160 hrs/mo; 160 during trading hrs. 2) Association for Croatian American Professionals. 22431 Antonio Parkway, B160-229, Rancho Santa Margarita, CA 92688. Non-profit based in NYC. VP-help organize social events to encourage attendance and awareness of the chapter. 3) Palumbo Wealth Management 1010 Northern Blvd, Suite 310, Great Neck, NY 11021. RIA. 160 hrs/mo; 160 during trading hrs.

Exams

• S66 Uniform Combined State Law Examination
  2012-01-11

Other Names

• Pete Dizdar