Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Janik is a financial advisor with over 45 years of experience in the industry. Peter is currently registered with Osaic Wealth, Inc. and has previously worked with SAGEPOINT FINANCIAL, INC., SUNAMERICA SECURITIES, INC., CITIGROUP GLOBAL MARKETS INC., and LEHMAN BROTHERS INC. Peter is licensed to provide financial advice in Arizona, California, District of Columbia, Florida, New York, North Carolina, South Carolina, and Virginia. Peter specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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2
NY
09/01/2023 - Present
Osaic Wealth, Inc. (WILLIAMSVILLE NY)
NY
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (WILLIAMSVILLE NY)
AZ
09/30/2005 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NY
07/31/1993 - 10/18/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/22/1977 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
04/01/1977 - 11/22/1977
SHEARSON HAYDEN STONE INC.
IA
Issued 06/23/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1981
Series 5 - Interest Rate Options Examination
BC
Issued 06/10/1977
PC - AMEX Put and Call Exam
BC
Issued 03/19/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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