Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter John Ginopolis is a financial professional with experience in the financial services industry. Peter has been registered with the state of Michigan since 2015 and holds Series 6 and Series 63 licenses. Peter is currently employed by Osaic Wealth, Inc. in Bloomfield Hills, Michigan. Previously Peter was employed by TRIAD ADVISORS LLC, KESTRA INVESTMENT SERVICES, LLC and ASHTON YOUNG, INC. Peter specializes in a variety of financial services including financial planning, pension consulting and portfolio management for businesses and individuals.
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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MI
08/23/2024 - Present
Osaic Wealth, Inc. (Bloomfield Hills MI)
MI
03/29/2022 - 08/23/2024
TRIAD ADVISORS LLC (Bloomfield Hills MI)
MI
02/14/2020 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (Bloomfield Hills MI)
MI
01/29/2015 - 12/31/2019
ASHTON YOUNG, INC. (BLOOMFIELD HILLS MI)
BC
Issued 10/31/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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