Unclaimed
Peter Ladas is an investment advisor representative with Global Retirement Partners LLC. Peter is a financial advisor with over 40 years of experience in the financial services industry and holds the Chartered Financial Consultant designation. Peter focuses on working with clients who are individuals, high-net-worth individuals, pension and profit sharing plans, corporations, and charitable 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.
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.
A percentage of the total value of assets under management is charged.
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2
IL
07/04/2022 - Present
Global Retirement Partners LLC (Northbrook IL)
OH
06/17/2016 - 12/06/2018
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
PA
07/20/2011 - 04/18/2016
KESTRA INVESTMENT SERVICES, LLC (JAMISON PA)
MD
07/09/2009 - 06/09/2011
M HOLDINGS SECURITIES, INC. (TIMONIUM MD)
IL
12/30/2000 - 06/12/2009
MMC SECURITIES CORP. (CHICAGO IL)
NY
07/24/1997 - 12/30/2000
MARSH & MCLENNAN SECURITIES CORPORATION (NEW YORK NY)
NY
10/30/1995 - 07/01/1997
JOHNSON & HIGGINS SECURITIES, INC. (NEW YORK NY)
DC
01/19/1995 - 10/03/1995
SEDGWICK INVESTMENTS, INC. (WASHINGTON DC)
NY
12/05/1991 - 02/10/1995
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
03/06/1990 - 11/05/1991
NEW ENGLAND SECURITIES (NEW YORK NY)
TX
09/07/1989 - 03/17/1990
ALEXANDER & ALEXANDER SECURITIES CORP. (HOUSTON TX)
MA
09/16/1981 - 09/20/1989
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 12/28/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/04/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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