Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Athena? Claim Your ProfileAthena Petredis is an investment advisor representative registered with Petredis Investment Advisors. Athena is a Series 65 licensed professional and has been in the industry since 2022. Athena's current registration includes the state of Pennsylvania and Texas. Athena holds a specialization in Portfolio Management, Financial Planning, Pension Consulting, and providing services to High Net Worth Individuals. Petredis Investment Advisors has approximately $1 billion to $10 billion in assets under management. The firm is located in Warrendale, Pennsylvania and specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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PA
01/19/2023 - Present
Petredis Investment Advisors (WARRENDALE PA)
IA
Issued 01/14/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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