Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Drakatos is a financial advisor with LPL Financial LLC. Peter has been in the financial services industry since 1987. Peter has been registered with LPL Financial LLC since 2013. Peter has a Series 7, Series 63, and Series 65 license. Peter provides financial planning, portfolio management, and other advisory services to individuals, businesses, and retirement plans. Peter's areas of expertise include investments, retirement planning, college savings, and estate planning. Peter is committed to helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
1
2
OR
08/13/2021 - Present
LPL Financial LLC (EUGENE OR)
OR
11/18/2005 - 07/11/2013
RBC CAPITAL MARKETS, LLC (EUGENE OR)
NY
06/24/1987 - 11/21/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 04/02/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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