Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Dimitrakopoulos is a registered representative with Charles Schwab & Co., Inc. Peter has been in the securities industry since 2011. Peter has passed the Series 66, Series 7 and SIE exams. Peter has a total of 15 registrations in 15 states. In addition to working with Charles Schwab & Co., Inc., Peter also worked with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Peter has worked in the financial industry for more than 11 years.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NY
04/22/2021 - Present
Charles Schwab & CO., Inc. (New York City NY)
NY
09/09/2011 - 10/01/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/31/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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