Unclaimed
Peter Gialames is a financial advisor with over 40 years of experience in the industry. Peter has a wide range of experience in the financial services industry, having held positions at several firms including New England Securities, Hefren-Tillotson, Inc., Miller Holmes Company, Inc., Raymond James Financial Services, Inc., The Investment Center, Inc., and Cambridge Investment Research, Inc. Peter is currently registered with LPL Financial LLC, and is active in both broker-dealer and investment advisor capacities. Peter has a strong commitment to providing personalized financial advice to his clients and is dedicated to helping 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
PA
01/29/2024 - Present
LPL Financial LLC (PITTSBURGH PA)
PA
07/23/2014 - 01/26/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (PITTSBURGH PA)
PA
07/08/2004 - 07/25/2014
THE INVESTMENT CENTER, INC. (PITTSBURGH PA)
FL
02/15/1990 - 09/25/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
04/21/1983 - 02/05/1990
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
05/15/1980 - 04/15/1983
HEFREN-TILLOTSON, INC.
NA
04/25/1973 - 05/30/1980
MILLER HOLMES COMPANY, INC.
IA
Issued 11/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/07/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1977
PC - AMEX Put and Call Exam
BC
Issued 04/16/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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