Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Anagyro Barboutis is a financial advisor at Avantax Advisory Services with over 25 years of experience in the financial industry. Peter holds both Series 63 and 65 licenses and is registered with the state of Iowa as an Investment Advisor Representative. He is also registered as a broker-dealer in several states, including Arizona, Colorado, Florida, Illinois, Indiana, Iowa, Kansas, Kentucky, Minnesota, Nevada, North Carolina, Texas and Utah. In addition to offering investment advice, Peter provides financial planning and educational seminars to individuals, corporations, and pension and profit-sharing plans.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
IA
03/01/2017 - Present
Avantax Advisory Services (Bettendorf IA)
MN
01/05/1998 - 04/01/2002
MARQUETTE FINANCIAL GROUP, INC. (MINNEAPOLIS MN)
MO
07/22/1996 - 01/02/1998
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 02/03/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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