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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Tikalsky is a financial advisor currently registered with Morgan Stanley. Peter has been in the industry since 1991. Prior to joining Morgan Stanley, Peter has been a registered representative with Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Prudential Securities Incorporated, Kober Financial Corp., J. W. Gant & Associates, Inc., and First Investors Corporation. Peter holds Series 6, 7, 8, 9, 10, 31, 63, and 65 licenses as well as the SIE exam. Peter has specialized in working with clients ranging from Individuals, High Net Worth Individuals, Corporations, Pension Plans, Investment Clubs, Insurance Companies, Charitable Organizations, and State/Municipal Government Entities.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
WA
06/01/2009 - Present
Morgan Stanley (Kirkland WA)
WA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BELLEVUE WA)
WA
03/09/1998 - 04/02/2007
MORGAN STANLEY DW INC. (BELLEVUE WA)
NY
01/11/1993 - 03/11/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CO
07/07/1992 - 01/21/1993
KOBER FINANCIAL CORP. (ENGLEWOOD CO)
NA
03/19/1992 - 07/09/1992
J. W. GANT & ASSOCIATES, INC.
NJ
10/31/1991 - 02/13/1992
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 04/15/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/23/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 03/18/1992
Series 7 - General Securities Representative Examination
BC
Issued 10/30/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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