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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Paul Ostapow is an investment advisor representative at Osaic Wealth, Inc. Peter has been in the industry since November 1982. Peter is registered with FINRA as a registered representative and holds Series 6, 7, 22, and SIE licenses. Peter is also a registered investment advisor and has passed the Series 63 and 65 exams. Peter is a Certified Financial Planner and a Chartered Financial Consultant. Peter has previous experience with Park Avenue Securities LLC and WS Griffith Securities, Inc. Peter's firm, Osaic Wealth, Inc., manages approximately $94 billion in assets and specializes in providing financial planning, portfolio management, and pension consulting services. Peter currently serves clients of various types, including individuals, corporations, charitable organizations, and pension plans.
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
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NY
02/25/2004 - 02/03/2011
PARK AVENUE SECURITIES LLC (EAST SETAUKET NY)
CT
11/02/1982 - 01/29/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
IA
Issued 12/02/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 11/29/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/01/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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