Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Sanoulis has been an active financial professional since 1994. Peter is currently registered with Ameriprise Financial Services, LLC, where Peter has been employed since 2021. Previously, Peter was employed with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., The Dreyfus Service Corporation, and Worldco, L.L.C.. Peter is registered in multiple states and specializes in providing investment advisory services to individuals, corporations, and trusts. Peter has a strong track record of success in the financial services industry and is committed to providing clients with personalized, high-quality advice.
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.
Asset allocation services
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
NY
07/16/2021 - Present
Ameriprise Financial Services, LLC (Great Neck NY)
NY
06/09/2011 - 07/19/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
06/01/2009 - 07/06/2011
MORGAN STANLEY SMITH BARNEY (JERICHO NY)
NY
06/27/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (JERICHO NY)
NY
09/19/2003 - 06/28/2005
DREYFUS SERVICE CORPORATION (NEW YORK NY)
NY
02/06/2001 - 10/06/2003
WORLDCO, L.L.C. (NEW YORK NY)
NY
09/08/1994 - 02/07/2001
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
IA
Issued 11/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/03/1996
Series 7 - General Securities Representative Examination
BC
Issued 09/07/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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