linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Evagelos Panagiotis Petrakos

Charles Schwab & CO., Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Evagelos? Claim Your Profile

About Evagelos Panagiotis Petrakos

Evagelos Petrakos is a financial professional with experience in the financial services industry. Evagelos holds licenses in both New York and New Jersey for both securities and investment advisory services. Evagelos currently works for Charles Schwab & CO., Inc. where Evagelos provides financial planning and investment advice. Evagelos previously worked for J.P. MORGAN SECURITIES LLC. Evagelos's experience at J.P. Morgan Securities LLC involved providing financial advice and assisting clients with their investment needs. In addition, Evagelos holds the Series 65, Series 63, Series 7, and Series 6 exams.

Firm Information

Evagelos Petrakos is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

other

Asset based fees for wrap pgrms & subsc pricing for fin planning

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Evagelos Petrakos’s Registration & Firm History

NY

04/23/2023 - Present

Charles Schwab & CO., Inc. (New York City NY)

NY

01/24/2022 - 04/08/2023

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

Not sure if Evagelos Panagiotis Petrakos is right for you?

Licenses & Designations

IA

Issued 08/27/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/07/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/23/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/24/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/25/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Evagelos Panagiotis Petrakos.
Not sure if Evagelos Panagiotis Petrakos is right for you?