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Pete Chris Stamatis

Osaic Wealth, Inc.

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About Pete Chris Stamatis

Pete Stamatis is an investment advisor representative at Osaic Wealth, Inc. based in Canfield, Ohio. Pete has been in the financial services industry since February 16, 1989. Pete is registered with the state of Ohio and has a Series 6, Series 63, and Series 65 license. Pete also holds the Securities Industry Essentials Examination (SIE) certification. Pete is an active member of the financial services industry and is dedicated to providing high-quality financial advice to clients.

Firm Information

Pete Stamatis is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

6599 SEVILLE DRIVE

CANFIELD, OH 44406

$94.56B

Assets Under Management

39,691

Total Clients

8,460

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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fixed fees

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

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percentage of assets

A percentage of the total value of assets under management is charged.

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Pete Stamatis’s Registration & Firm History

OH

11/02/2018 - Present

Osaic Wealth, Inc. (CANFIELD OH)

OH

02/17/1989 - 11/02/2018

SIGNATOR INVESTORS, INC. (CANFIELD OH)

MA

02/17/1989 - 05/01/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

IA

Issued 8/10/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 2/3/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 2/16/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Pete Chris Stamatis. Review regulatory record here.
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