PD
CFP
PD
CFP
Peter Dochinez
43 Years of Experience
Greensburg, PA
3 DisclosuresBrokerSells Insurance
Peter Dochinez is a CFP-designated registered investment advisor, based in Greensburg, PA, with 43 years of industry experience.
Location
200 Brush Run Road, Ste A, Greensburg, PA, 15601
Get directionsHistory
Regulatory History (3)
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Customer Dispute
June 2017Settled
Regulatory
June 2011Final
Customer Dispute
January 2004Settled
Other Business ActivitiesSells Insurance
Peter is an insurance agent selling life insurance and fixed annuities. He is also an officer/director at Provest Indemnity, chairman at Trustmont Advisory Group, and has various roles in other LLCs including PWR Planners, Peter D. Holdings LLC, and The Pulmonary Institute at Redstone LLC, and DCM Real Estate.
Employment History
Current Registrations
Trustmont Financial Group, INC.Broker
March 2019 - Present · 7 yrs 2 mos
Trustmont Advisory Group, INC.
March 2001 - Present · 25 yrs 2 mos
Previous Registrations
Trustmont Financial Group, INC.Broker
January 2016 - March 2017 · 1 yr 2 mos
Trustmont Financial Group, INC.Broker
September 1986 - April 2014 · 27 yrs 7 mos
Eastman Banks & Dolan, INC.Broker
February 1985 - September 1986 · 1 yr 7 mos
Mutual Service CorporationBroker
November 1984 - February 1985 · 3 mos
Pruco Securities CorporationBroker
October 1982 - January 1985 · 2 yrs 3 mos
State Registrations1 state
PA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.