Unclaimed
Peter Adamczuk is a financial advisor who has been working in the financial services industry since November 29, 2017. Peter is currently registered with Commonwealth Financial Network and holds the Series 66, Series 7 and SIE licenses. Peter is licensed to provide financial advice in Florida, Illinois, New York, North Carolina, Ohio, Pennsylvania, South Carolina and Texas. Peter is also a licensed CPA and provides tax preparation services to clients.
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.
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
NY
06/29/2021 - Present
Commonwealth Financial Network (ROCHESTER NY)
BOTH
Issued 12/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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