Peter Valles

Registered Investment Advisor at WealthPlan Advantage
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Contact Information
us****@****om
(386) 825-5501

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Bio

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Experience

  • WealthPlan Advantage
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Registered Investment Advisor
      • Jun 2020 - Present

      191 Washington Street Morristown, NJ 07960

  • Daiwa Capital Markets America
    • United States
    • Financial Services
    • 300 - 400 Employee
    • Director
      • Jan 2018 - Jun 2020
  • Janney Montgomery Scott LLC
    • United States
    • Financial Services
    • 700 & Above Employee
    • Director
      • Dec 2010 - Oct 2017

      New York, NY Institutional Fixed Income

  • Sterne Agee Leach
    • United States
    • Investment Banking
    • Senior Vice President
      • May 2006 - Oct 2010

      New York, NY Institutional Fixed Income

  • Advest, Inc.
    • Financial Services
    • 1 - 100 Employee
    • Vice President
      • Apr 1998 - Apr 2006

      New York, NY

Education

  • Villanova University
    Bachelors Arts & Science, Finance, General
    1988 - 1992

Community

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