Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Elias Velissarios is a financial advisor at Truist Advisory Services, Inc., with over 20 years of experience in the financial services industry. Peter holds the Series 7, Series 63, and Series 66 securities licenses, and is registered in North Carolina, Pennsylvania, and Virginia. Before joining Truist, Peter was with Wells Fargo Clearing Services, LLC and Citigroup Global Markets Inc. Peter has a wide range of experience in providing financial planning and portfolio management services to individuals, families, and businesses. Peter specializes in investment management, retirement planning, and estate planning.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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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NC
05/03/2021 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
NY
05/20/2020 - 04/07/2021
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
NY
04/18/2011 - 05/04/2020
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/14/2009 - 03/28/2011
HSBC SECURITIES (USA) INC. (LONG ISLAND CITY NY)
NY
01/25/2008 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NEW YORK NY)
NY
10/28/2005 - 01/11/2008
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
04/11/2001 - 10/20/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BOTH
Issued 05/01/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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