Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Hatzakos is a financial advisor with Osaic Wealth, Inc. with over 20 years of experience in the financial services industry. Peter is a Registered Representative and Investment Advisor Representative, holds Series 7, 9, 10, 63 and 65 licenses and is registered in 23 states. Peter is passionate about helping clients develop financial plans that meet their individual needs.
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.
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.
1
2
NJ
04/21/2020 - Present
Osaic Wealth, Inc. (HOLMDEL NJ)
NJ
01/01/2005 - 05/07/2020
HSBC SECURITIES (USA) INC. (CHATHAM NJ)
NY
06/08/2004 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
NY
03/18/2004 - 05/18/2004
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
03/19/2002 - 03/22/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/06/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/04/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Peter Hatzakos is the right advisor for you? Invested Better is here to help.
