Pete entered the financial services industry in 1975 following nearly seven years of service as an officer in the U.S. Army. His journey took him through national NYSE member firms, regional firms, and a boutique brokerage/investment banking firm. In 2001, he became an independent financial advisor affiliated with LPL Financial.
Since 2016, he has maintained a primary office in Bend, OR, while keeping an office presence in Santa Clara County. He is a member of the board of directors of Central Oregon Veterans Outreach. His favorite pursuit is exploring the wonders of Oregon and the western U.S. while riding his Harley-Davidson motorcycle.
Pete holds a Bachelor of Arts in History from the University of Massachusetts, Amherst.
Registrations and Certifications:
- Securities registrations held through LPL Financial: FINRA Series 7, 24, 63, 65
- Life/Health/Disability Licenses (OR Insurance License #2041095)