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Peter A. Lugo

Peter A. Lugo

Financial Advisor Associate

Followers of Peter A. Lugo335 followers
location of Peter A. LugoGreater Orlando

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  • Timeline

  • About me

    Financial Advisor at Merrill Lynch

  • Education

    • East Carolina University

      2007 - 2011
      Bachelor of Science (BS) Economics

      Activities and Societies: Jarvis Hall Leadership Program

    • East Carolina University

      2007 - 2011
      Minor Business Administration

  • Experience

    • Morgan Stanley

      Dec 2013 - Aug 2014
      Financial Advisor Associate

    • Wells Fargo Advisors

      Aug 2014 - Nov 2015
      Licensed Banker II

    • Charles Schwab

      Nov 2017 - Mar 2019
      Sr. Operations Specialist

    • Gambin Financial Group

      Mar 2019 - Jun 2022
      Director of Investment Operations

    • Capital Stack Real Estate Group

      Oct 2020 - now
      Business Broker

    • Fidelity Investments

      Jan 2023 - May 2024
      Director, Retirement Planner

      Tax Exempt Market

    • Merrill Lynch

      May 2024 - now
      Financial Advisor

  • Licenses & Certifications

    • SERIES 66

      FINRA (Financial Industry Regulatory Authority)

    • SERIES 7

      FINRA (Financial Industry Regulatory Authority)

    • Real Estate Sales Associate

      Florida Department of Business and Professional Regulation
      Oct 2020