Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Louis Pashos is an investment advisor representative with LPL Financial LLC. Peter has been in the financial industry since 1985. He is licensed in Alabama, California, Colorado, Florida, Georgia, Illinois, Indiana, Missouri, New York, North Carolina, Virginia and Wisconsin. Peter has worked with Ameriprise Financial Services, LLC and Wells Fargo Advisors, LLC in the past. Peter provides financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars.
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
IL
07/06/2023 - Present
LPL Financial LLC (ORLAND PARK IL)
IL
11/11/2016 - 07/11/2023
AMERIPRISE FINANCIAL SERVICES, LLC (ORLAND PARK IL)
IL
05/11/1994 - 11/15/2016
WELLS FARGO ADVISORS, LLC (CHICAGO IL)
NY
11/25/1991 - 05/11/1994
OPPENHEIMER & CO., INC. (NEW YORK NY)
NY
03/29/1988 - 11/13/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
10/22/1985 - 03/22/1988
DEAN WITTER REYNOLDS INC.
NA
10/22/1985 - 11/25/1985
DREHER & ASSOCIATES, INC.
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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