Peter Navaretta

Peter Navaretta

Vice President & LPL Financial Advisor

Peter (P.J.) Navaretta resides in Palm City, Florida with his wife Jennifer and their two children, Jake and Marley, when they are home on break from school. P.J. is a native Floridian who grew up in Stuart, Florida before moving to nearby Palm City. P.J. enjoys watching sports and spending time with family.

Reach Me Directly

Phone: (772) 233-4315

Fax: (772) 233-4316

Hobbies

  • Working out
  • Visiting his kids at college
  • Playing golf

Qualifications

  • FINRA*
  • General Securities Representative and (Series 7)
  • Uniform Securities Agent (Series 63)
  • Investment Advisor Representative (Series 65)
  • General Securities Sales Supervisor (Series 9/10)

Florida Department of Financial Service

  • Health, Life, and Variable Annuity Insurance License (215)

LPL Financial

  • Investment Planner

CMFC – Chartered Mutual Fund Counselor SM

CRPC – Chartered Retirement Planning Counselor SM, CRPC conferred by The College for Financial Planning.

*Registrations held with LPL Financial

Areas of Focus

  • Investment Planning and Portfolio Management
  • Pensions and Profit-Sharing Plans
  • Retirement Planning Strategies
  • Comprehensive Wealth Planning
  • College Planning

Related Experience

Vice President and Investment Planner (10/2023-Present)
Investment Planning Group
LPL Financial – Stuart, FL

Director – Investments (9/2021 – 10/2023)
Oppenheimer & Co Inc
North Palm Beach, FL

Financial Advisor (2/2002 – 9/2021)
UBS Financial Services – Stuart, FL
Morgan Stanley Smith Barney – Stuart, FL
Prudential / Wachovia Securities -Stuart, FL

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740 SE Indian St, Stuart, FL 34997

(772) 233-4315

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CO, CT, FL, IA, IL, MA, MS, NC, NH, NJ, NY, PA

740 SE Indian St, Stuart, FL 34997

(772) 233-4315

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CO, CT, FL, IA, IL, MA, MS, NC, NH, NJ, NY, PA

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