Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Cazamias is an Investment Advisor Representative associated with Ethos Financial Group, LLC. Peter is registered with the state of Texas and has been in the industry since May 2017. Peter has passed the Series 65 exam and has a background in the insurance and financial services industries. Peter provides financial planning and investment advice to individuals, businesses, 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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
02/20/2024 - Present
Ethos Financial Group, LLC (KING OF PRUSSIA PA)
IA
Issued 06/07/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Peter Cazamias is the right advisor for you? Invested Better is here to help.
