Peter M. Kalin is a Financial Advisor, providing comprehensive financial planning and high-quality wealth management solutions to his clients since 1998. Prior to joining Provident Investment Services in 2017, Peter worked in Manhattan’s Financial District at HSBC Wealth Management as a Financial Advisor and Premier Wealth Relationship Manager. Peter has a strong background in providing tax efficient solutions, retirement income strategies, portfolio risk management and life insurance planning for businesses and individuals alike. Peter holds a bachelor's degree from New York Institute of Technology and has earned his series 7, 63 and 65 securities registrations as well as his life and health insurance licenses.
Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.