Unclaimed ProfileUnclaimed

Get found as the Top Financial Advisor in Millersville, MD
P
Peter Ocasio Iv
Financial Advisor
Edward Jones - Millersville,MD
Originally from New Jersey, I am of Puerto Rican descent, and I served five years in the Marine Corps, worked 10 years in the Department of Defense, eventually joined the Edward Jones family and became a limited partner. I hold a bachelor's...... Show More
Location & Business Hours
Tuesday
08:30AM to 04:30PM
Wednesday
08:30AM to 04:30PM
Thursday
08:30AM to 04:30PM
View all days
Search Reviews
Search
Write a Review
Overall Ratings
Filter by Date
Range
Filter by Rating
Reviews from Web
About
Originally from New Jersey, I am of Puerto Rican descent, and I served five years in the Marine Corps, worked 10 years in the Department of Defense, eventually joined the Edward Jones family and became a limited partner. I hold a bachelor's degree from the University of Maryland University College and earned the CERTIFIED FINANCIAL PLANNER™ certification.Initially, I had no interest in leaving government service. Unfortunately, I had a period in my life where I lost a close relative every year for 10 years. I saw the struggles that my family went through not having someone to rely on to help them prepare and plan for the biggest moments in their life. So, I went to school to become the person that my family can rely on.Realizing this was my passion, I started my career as a financial advisor with Edward Jones. Now, I can help my family of clients achieve their goals by understanding what's most important to them and ensuring they stay on track throughout their lifetime. My branch provides top-notch service by providing my clients an experience that makes them feel like a family, offering tailored solutions in a way that they can understand and implement to help them achieve their goals. So, whether you're going through a life event, planning for retirement or just trying to protect the financial future of the ones you care for the most, we can work together.My team and I are proud to serve a wide variety of clients. We have a passion for partnering with government employees, contractors, retirees, families in transition due to a passing or divorce, and business owners. We are not alone; with access to thousands of people and advanced technology to support our office, we can help ensure you receive the most current and comprehensive guidance.I live in the area with my wife, Leyla, and my three children. What time I am not working typically involves my children and church. I look forward to getting to know you and how I can help.
Specialities
Estate & Legacy Strategies
Wealth Strategies
Business Retirement Plans
Divorce Finances
Retirement Income Strategies
Military Professionals & Veterans
Camping
Cooking
View All
Search Rank ScoreLearn More →
55
/850
Search Rank Score
What is the Search Rank Score®?
Experience.com’s Search Rank Score measures a professional’s online search visibility across hundreds of key SEO attributes.
FAQs
Here are some Frequently Asked Questions about Peter Ocasio Iv
What organization is Peter Ocasio Iv associated with?
Peter Ocasio Iv is associated with Edward Jones.
What is Peter Ocasio Iv’s work email address?
Peter Ocasio Iv’s professional email address is p**********o@e**********.com. You can also email Peter Ocasio Iv by clicking on the contact Peter Ocasio Iv.
Where is Peter Ocasio Iv based out of?
Peter Ocasio Iv’s primary location is Millersville, MD.
What is Peter Ocasio Iv's phone number?
Peter Ocasio Iv's phone number is (443) 685-3285
What is Peter Ocasio Iv's title??
Peter Ocasio Iv is a Financial Advisor.