Unclaimed
Peter Demoulias has over 17 years of experience in the financial services industry. Peter is currently registered with Franklin Distributors, LLC. Prior to joining Franklin Distributors, LLC, Peter was employed with FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. in SAN MATEO, CA, FRANKLIN/TEMPLETON DISTRIBUTORS, INC. in SAN MATEO, CA, NATIXIS DISTRIBUTION, L.P. in BOSTON, MA, COLUMBIA MANAGEMENT DISTRIBUTORS, INC. in BOSTON, MA and MORGAN STANLEY DW INC. in PURCHASE, NY. Peter holds a Series 66, Series 31 and Series 7 licenses. Peter is currently registered to conduct business in the following states: California, Connecticut, Florida, Maine, Massachusetts, New Hampshire, and New York.
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.
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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2
CT
07/07/2021 - Present
Franklin Distributors, LLC (STAMFORD CT)
CA
02/04/2019 - 07/07/2021
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (SAN MATEO CA)
CA
02/26/2018 - 07/07/2021
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
MA
05/13/2009 - 01/30/2018
NATIXIS DISTRIBUTION, L.P. (BOSTON MA)
MA
03/28/2006 - 05/14/2009
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
NY
06/10/2005 - 03/20/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/04/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 06/09/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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