Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Sarata is a financial advisor with Avantax Advisory Services in IRVING, TX. Peter is a registered representative with FINRA and a registered investment advisor with the state of Texas. Peter has been in the financial services industry since 2000. Peter has a strong background in tax preparation and consulting, accounting, and financial advising. Peter has experience working with clients of all types, including high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals other than high-net-worth. Peter's areas of specialization include: financial planning, portfolio management, and pension consulting.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
02/02/2024 - Present
Avantax Advisory Services (IRVING TX)
AZ
07/17/2000 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (PHOENIX AZ)
BOTH
Issued 02/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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