Unclaimed
Peter R Gennuso is a financial advisor at Osaic Wealth, Inc. based in Oakbrook Terrace, Illinois. Peter has been working in the financial services industry since August 15, 1991. Peter is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Peter holds the Series 6, Series 63, Series 65 and the SIE licenses. Peter's firm offers financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages approximately $94.5 billion in assets and has over 437,000 clients. Peter is a Certified Financial Planner.
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. (OAKBROOK TERRACE IL)
IL
08/01/2007 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKBROOK TERRACE IL)
IL
08/16/1991 - 08/03/2007
1717 CAPITAL MANAGEMENT COMPANY (LOMBARD IL)
IA
Issued 10/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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