Peter L. Vescovi Sr. is an Registered Representative with Cetera Financial Specialists and an Investment Adviser Representative with Cetera Investment l Advisers LLC. He is the Senior Wealth manager of Covenant Wealth Advisers.
As a Registered Representative, he holds the following registrations:
- Series-6 (Investment Company & Variable Contracts Representative),
- Series-22 (Direct Participation Programs Representative),
- Series-62 (Corporate Securities Limited Representative),
- Series-63 (Uniform Securities Agent),
- Series-65 (Uniform Investment Adviser), and
- Series-26 (Investment Company & Variable Contracts Principal)
In addition, he also holds Life & Health insurance licenses with the State of Connecticut.
He is also a member of the International Association of Registered Financial Consultants and holds the designation of Registered Financial Consultant, which indicates a practicing financial consultant who has met strict requirements of education, experience, and integrity in the financial services industry. As an RFC, Mr. Vescovi must follow a strict code of ethics and complete several hours of annual continuing financial planning education.
He has worked with several major financial companies in Connecticut before starting his own Financial Services company assisting his clients meet life’s major financial events. He has taught several financial courses as part of the adult education programs in several Connecticut municipalities and conducted numerous public forums in New Haven, Hartford and Fairfield counties. He has a comprehensive working knowledge of strategies for retirement income planning, wealth preservation and estate planning and successfully uses this knowledge and experience to help retirees and pre-retiree’s find answers for providing lifetime income.