Peter Pecora

Employer firm

Creativeone Wealth, LLC CRD 281213

$6.25B regulatory AUM 62 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2021 → 10/2021
  Pruco Securities Llc
  Canonsburg, PA
• 03/2010 → 02/2021
  Lingle Distributing
  Lewistown, PA
• 08/2021 → 10/2021
  The Prudential Insurance Company Of America
  Canonsburg, PA
• 10/2023 → Present
  Creativeone Wealth
  Overland Park, KS
• 12/2021 → 06/2022
  Fike Brothers Carpet One
  Yeagertown, PA
• 06/2022 → 11/2022
  Massmutual Of Greater Philadelphia
  Bala-Cynwyd, PA
• 01/2023 → Present
  Vantage Point Life
  Lewistown, PA

Previous Registrations

• 2021-09-30 → 2021-10-29
  Pruco Securities, Llc.
  Canonsburg, PA

Other Businesses

VANTAGE POINT LIFE; LEWISTOWN, PA; INVESTMENT RELATED; INSURANCE AGENT SINCE 01/2023 AND STARTING TO PROVIDE ADVISORY SERVICES 10/2023; 160 HRS/MONTH AND DURING SECURITIES TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2021-07-16

Other Names

• Peter M Pecora