Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Anastasian is a financial advisor with over 23 years of experience in the industry. Peter is a registered representative with Wealth Enhancement Advisory Services, LLC and has been with the firm since September 2020. Prior to that, Peter worked with Purshe Kaplan Sterling Investments and H. Beck, Inc., as well as other firms. Peter holds the Series 6, 7, 63, and 65 licenses, and is a member of FINRA and the SEC. Peter's areas of expertise include portfolio management for individuals, pension consulting, financial planning, and educational seminars.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
NY
03/17/2021 - Present
Wealth Enhancement Advisory Services, LLC (Deer Park NY)
NY
05/01/2018 - 09/10/2020
PURSHE KAPLAN STERLING INVESTMENTS (Deer Park NY)
NY
09/21/2007 - 05/02/2018
H. BECK, INC. (DEER PARK NY)
NY
09/10/2004 - 09/21/2007
ROYAL ALLIANCE ASSOCIATES, INC. (GARDEN CITY NY)
NY
03/21/2001 - 10/07/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
09/28/1998 - 03/08/2001
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 03/17/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/25/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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