Unclaimed
Peter Gialames is a financial advisor with over 20 years of experience in the industry. Peter is currently registered with LPL Financial LLC and has a Series 7, Series 24, Series 65, and Series 66 licenses. Peter is also a registered investment advisor (IA) in Florida and Pennsylvania. Peter's previous experience includes time with Cambridge Investment Research, Inc. and The Investment Center, Inc., both of which were also broker-dealers. Peter has a diverse background in the financial services industry and can provide a range of services to clients, including financial planning, portfolio management, and investment advisory services. Peter is committed to providing clients with personalized attention and guidance to help them 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
FL
01/29/2024 - Present
LPL Financial LLC (TAMPA FL)
PA
07/23/2014 - 01/26/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (PITTSBURGH PA)
PA
10/08/2003 - 07/25/2014
THE INVESTMENT CENTER, INC. (PITTSBURGH PA)
FL
08/09/2001 - 10/10/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
IA
Issued 12/06/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/23/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/04/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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