ProVise Management Group, LLC.
- Peter Seriano Cfp®
Peter Seriano Cfp®
Certified Financial Planner at ProVise Management Group, LLC.
Peter Seriano CFP®, CDFA® has a strong background in financial advising, with experience at notable firms such as ProVise Management Group, LLC., Edward Jones, Bank of America Merrill Lynch, and Fifth Third Securities. With a Bachelor of Science in Business Management from the University of South Florida, Peter has expertise in providing financial advice to individuals and small businesses.
Timeline
Certified Financial Planner
July, 2022 - present
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