Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Dierickx Bartos is a financial professional with over 20 years of experience in the industry. Peter has held positions at several leading financial institutions including Deutsche Bank Securities Inc., Jefferies LLC, Wachovia Capital Markets, LLC, Wachovia Securities, LLC, Donaldson, Lufkin & Jenrette Securities Corporation and BNY ESI & CO., INC. Peter is currently registered with Equitable Advisors, LLC and is located in New York, NY. Peter is a Series 63, Series 55 and Series 7 licensed representative. Peter specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for individuals and businesses.
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.
A percentage of the total value of assets under management is charged.
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2
NY
05/02/2019 - Present
Equitable Advisors, LLC (NEW YORK NY)
NY
08/24/2015 - 04/26/2019
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
06/19/2007 - 08/14/2015
JEFFERIES LLC (NEW YORK NY)
NC
07/01/2003 - 06/25/2007
WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)
MO
03/15/2001 - 07/01/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NJ
03/15/2000 - 03/14/2001
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
01/05/2000 - 03/06/2000
BNY ESI & CO., INC. (NEW YORK NY)
BC
Issued 01/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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