Unclaimed
Peter Janowsky is an investment advisor representative with Osaic Wealth, Inc.. Peter has been in the financial services industry since 1996. Peter is licensed to offer financial advice in several states. Peter specializes in several areas of financial planning, including retirement planning, college savings, 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.
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
NY
04/19/2016 - Present
Osaic Wealth, Inc. (JERICHO NY)
NY
06/07/2005 - 04/27/2016
JANNEY MONTGOMERY SCOTT LLC (GARDEN CITY NY)
MO
07/01/2003 - 06/07/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
09/08/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
06/05/1997 - 09/05/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
07/19/1996 - 05/08/1997
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
IA
Issued 06/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 07/18/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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