Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Augustus Karadimas is a financial advisor with GYL Financial Synergies, LLC, registered in Connecticut and Texas. He offers financial planning, pension consulting, educational seminars, and portfolio management services. Peter holds the Series 66, SIE, and Series 7 licenses. He is a former financial advisor for Neuberger Berman LLC. Prior to joining GYL Financial Synergies, LLC, he served as a financial advisor for Resnick Investment Advisors, LLC. Peter is also active in the real estate industry. He is the owner and president of Van Zant Investment Realty, LLC and Sutton Place Investment Realty, LLC.
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.
Credit and cash management solutions and insurance solutions
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.
1
2
CT
01/02/2019 - Present
GYL Financial Synergies, LLC (Westport CT)
NY
05/14/2013 - 03/01/2016
NEUBERGER BERMAN LLC (NEW YORK NY)
BOTH
Issued 08/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2013
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Peter Karadimas is the right advisor for you? Invested Better is here to help.
