Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peta? Claim Your ProfilePeta Perri Sklarz is a financial advisor with Raymond James & Associates, Inc., located in Beverly Hills, CA. Peta has been working in the financial services industry since 2000. Peta has experience working with a variety of clients, including individuals, corporations, and institutions. Peta is registered with FINRA as a Registered Representative and is also licensed in multiple states as an Investment Advisor Representative.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
10/03/2023 - Present
Raymond James & Associates, Inc. (BEVERLY HILLS CA)
CA
09/12/2022 - 09/20/2023
RBC CAPITAL MARKETS, LLC (BEVERLY HILLS CA)
CA
06/01/2009 - 09/09/2022
MORGAN STANLEY (El Segundo CA)
OR
05/04/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LAKE OSWEGO OR)
OR
01/24/2006 - 05/18/2007
CITIGROUP GLOBAL MARKETS INC. (LAKE OSWEGO OR)
TX
04/27/1990 - 02/29/1996
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 02/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/03/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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