Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Adam Oldziey is a financial advisor with over 35 years of experience in the industry. Peter is a registered representative with Vicus Capital, Inc. and has been with the firm since 2001. Peter has held previous roles at Walnut Street Securities, Inc., 1717 Capital Management Company, New England Securities and Unum Sales Corporation. Peter holds the Series 6, 7, 63 and 65 licenses and is a Certified Financial Planner. Peter specializes in providing financial planning and investment advice to individuals, businesses, and non-profit organizations.
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.
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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2
DE
06/15/2022 - Present
Vicus Capital, Inc. (DOVER DE)
DE
09/28/2001 - 09/03/2013
WALNUT STREET SECURITIES, INC. (DOVER DE)
DE
09/12/1994 - 10/01/2001
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
02/07/1986 - 10/05/1994
NEW ENGLAND SECURITIES (NEW YORK NY)
ME
12/22/1993 - 09/15/1994
UNUM SALES CORPORATION (PORTLAND ME)
IA
Issued 05/05/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
BC
Issued 02/06/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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