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Peter Nicholas Xenias

Prosperity Wealth Management, Inc.

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About Peter Nicholas Xenias

Peter Nicholas Xenias is a financial advisor with over 30 years of experience in the industry. Peter is a Certified Financial Planner and a Chartered Financial Consultant. Peter is currently registered with Prosperity Wealth Management, Inc. in Lancaster, PA. Peter specializes in financial planning, portfolio management for individuals, and selection of other advisors. Peter previously worked at Hackett Associates, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company.

Firm Information

Peter Xenias is currently registered with Prosperity Wealth Management, Inc.. Prosperity Wealth Management, Inc. is a registered investment advisor headquartered in SAN RAMON, CA. The firm manages approximately $243.37 million in assets for 1,611 clients, including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Their services include financial planning, portfolio management for individuals, and selection of other advisors.
Prosperity Wealth Management, Inc.

2333 SAN RAMON VALLEY BLVD.

SAN RAMON, CA 94583

$243.37M

Assets Under Management

32

Total Clients

46

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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 individuals

Personalized portfolio management to meet individual financial objectives.

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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Peter Xenias’s Registration & Firm History

PA

01/03/2020 - Present

Prosperity Wealth Management, Inc. (Lancaster PA)

PA

02/03/1996 - 08/02/2004

HACKETT ASSOCIATES, INC. (WYOMISSING PA)

MA

08/02/1982 - 06/30/1995

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

08/02/1982 - 06/30/1995

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/19/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/10/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/03/2003

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/30/1982

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter Nicholas Xenias.
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