Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Falkowski is an investment advisor representative with Onedigital Investment Advisors. Peter has been in the industry for over 20 years and has experience working with clients of all types, including high-net-worth individuals, corporations, pension and profit-sharing plans, and state and municipal government entities. Peter offers a variety of financial planning and investment management services to clients, including portfolio management for individuals and businesses, financial planning, and pension consulting.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
KS
02/05/2024 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
IL
02/23/2022 - 09/27/2023
HARBOR FUNDS DISTRIBUTORS, INC. (CHICAGO IL)
CA
09/19/2019 - 02/08/2022
LINCOLN FINANCIAL DISTRIBUTORS, INC. (Benicia CA)
CA
08/13/2013 - 01/15/2019
BLACKROCK INVESTMENTS, LLC (NEWPORT BEACH CA)
MI
02/16/2012 - 07/30/2013
ING FINANCIAL PARTNERS, INC. (WEST BLOOMFIELD MI)
CT
09/03/2008 - 07/30/2013
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CT
09/01/2006 - 08/29/2008
ING INVESTMENT ADVISORS, LLC (WINDSOR CT)
NJ
11/21/1997 - 09/01/2006
CITISTREET EQUITIES LLC (SOMERSET NJ)
IA
Issued 02/05/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Peter Falkowski is the right advisor for you? Invested Better is here to help.
