Peter
Valotta

Mma Securities LLC

CRD#4721854
Investment Advisor
in Boston, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Peter Valotta is a financial advisor working in Boston, Massachusetts with 1 year of relevant experience. Valotta is an advisor for Mma Securities LLC. Throughout their career, Valotta has worked at Lpl Financial LLC, Hb Retirement, Mma Agency, Mma Securities and Global Retirement Partners LLC. Valotta holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Pennsylvania. Mma Securities LLC is a financial advisory company headquartered in New York, NY. The company has offices in 27 locations and a total of 169 advisors. Mma Securities LLC has a number of services, including pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management vary depending on the type of financial services. Fee types billed by Mma Securities LLC can include some combination of hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Hourly Charges, Fixed Fees, Commissions, Others

Office Location

101 Huntington Ave Suite 401
Boston, MA 02199

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Mma Securities LLC Brokerage Details

Total Number of Employees

169

MA Average: 88

Investment Advisory Services

  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Peter Valotta Work History

Peter has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Mma Agency

2022 - Present (2 years)

Mma Securities

2017 - 2022 (5 years)

Global Retirement Partners LLC

2015 - 2022 (7 years)

Hb Retirement

2008 - 2022 (14 years)

Lpl Financial LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Peter Valotta to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mma Securities LLC

Melissa Lacey
San Diego, CA
Gary Reding
Chesterfield, MO
Michael Warlof
San Diego, CA
Ryan Brennan
Boston, MA
Tracy Thomas
San Diego, CA
Maureen Lindert
Boston, MA
Levi Fetterhoff
San Diego, CA
Gabriel Johnson
Minneapolis, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started