Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Tracz is an investment advisor representative with Osaic Wealth, Inc. Peter has been in the industry since March 5, 1996. Peter works in the Arlington Heights, IL office. Peter's expertise includes financial planning, pension consulting, and educational seminars. Peter is also registered as an investment advisor in the state of Illinois.
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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2
IL
01/19/2024 - Present
Osaic Wealth, Inc. (ARLINGTON HEIGHTS IL)
IL
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (ARLINGTON HEIGHTS IL)
IL
12/01/2006 - 03/01/2019
QUESTAR CAPITAL CORPORATION (ARLINGTON HEIGHTS IL)
IL
01/08/2004 - 12/01/2006
USALLIANZ SECURITIES, INC. (OAKBROOK IL)
MI
10/01/2001 - 01/15/2004
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NJ
03/23/2001 - 05/21/2001
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
TX
10/22/1996 - 01/20/2000
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IL
02/01/1995 - 02/13/1996
KEMPER DISTRIBUTORS, INC. (CHICAGO IL)
NA
12/22/1994 - 02/01/1995
KEMPER FINANCIAL SERVICES, INC.
NA
09/09/1993 - 09/13/1994
NATIONSSECURITIES
IA
Issued 11/13/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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