Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Michael Angelakos is a financial advisor with over 40 years of experience in the industry. Peter has a Series 63 and 65 license and has held various licenses in the past including Series 4, 5, 7, 8, 9, 10, and 15. Peter is currently registered with Wells Fargo Clearing Services, LLC and has been with them since November of 2016. Peter has previous experience with several firms, including Morgan Stanley DW Inc., Prudential Securities Incorporated, First Hanover Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and PaineWebber Incorporated.
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.
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.
Investment consulting services to institutional clients
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.
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2
NY
07/27/2021 - Present
Wells Fargo Clearing Services, LLC (WILLIAMSVILLE NY)
NY
08/03/1994 - 07/09/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
12/20/1990 - 08/04/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
03/19/1990 - 12/15/1990
FIRST HANOVER SECURITIES, INC. (STATEN ISLAND NY)
NY
08/05/1985 - 02/27/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
07/03/1984 - 07/12/1985
PAINEWEBBER INCORPORATED
NA
11/20/1980 - 06/29/1984
PRUDENTIAL-BACHE SECURITIES INC.
IA
Issued 11/17/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/10/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 07/17/1990
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1983
Series 15 - Foreign Currency Options Examination
BC
Issued 07/22/1982
Series 5 - Interest Rate Options Examination
BC
Issued 11/15/1980
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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