Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Szklarz is an active Registered Representative and Investment Advisor Representative with Fidelity Personal And Workplace Advisors. Peter has been in the financial services industry since 2012. He is licensed to provide investment advice in Arizona, California, Colorado, District of Columbia, Florida, Georgia, Illinois, Kentucky, Maryland, Massachusetts, Michigan, Missouri, Montana, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, and Washington.
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.
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
OH
07/05/2022 - Present
Fidelity Personal AND Workplace Advisors (WOODMERE VILLAGE OH)
OH
06/27/2013 - 02/21/2018
PNC INVESTMENTS (CLEVELAND OH)
OH
12/19/2011 - 05/17/2013
MML INVESTORS SERVICES, LLC (MEDINA OH)
BC
Issued 06/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/19/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/26/2022
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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