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Peter Landell Klos

Natixis Advisors, LLC

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About Peter Landell Klos

Peter Landell Klos is a financial advisor with over 20 years of experience in the industry. Peter is currently registered with Natixis Advisors, LLC. Peter has held previous positions at UBS Financial Services Inc. and UBS PaineWebber Inc. Peter holds the Series 66, Series 7 and SIE licenses. Peter is also a Chartered Financial Analyst (CFA). Peter's specializations include portfolio management, financial planning and security ratings. Peter works with a wide variety of clients, including individuals, families, corporations, and institutions.

Firm Information

Peter Klos is currently registered with Natixis Advisors, LLC. Natixis Advisors, LLC is a Boston, MA-based investment advisor with over $63.77 billion in regulatory assets under management. The firm provides portfolio management services for individuals, businesses, investment companies, and other investment advisors. They also offer overlay portfolio management and model research as an additional service. Natixis Advisors serves a diverse range of clients, including individuals, corporations, investment companies, charitable organizations, pension plans, and government entities.
Natixis Advisors, LLC

888 BOYLSTON STREET

BOSTON, MA 02199

$63.77B

Assets Under Management

21

Total Clients

56

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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overlay portfolio management and model research provider.

Overlay portfolio management and model research provider.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

A percentage of wrap sponsor fees.

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Peter Klos’s Registration & Firm History

CA

11/13/2012 - Present

Natixis Advisors, LLC (San Francisco CA)

NJ

10/03/2003 - 12/17/2004

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

NJ

07/06/2001 - 06/13/2002

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 11/18/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/05/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter Landell Klos.
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