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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Petro? Claim Your ProfilePetro Zouzoulas is a financial advisor with over 20 years of experience in the industry. Petro Zouzoulas is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and holds licenses in several states including District of Columbia, Maryland, California, Florida, New York and Virginia. Petro Zouzoulas has previously worked with Wells Fargo Clearing Services, LLC, Morgan Stanley Smith Barney, Wells Fargo Advisors, LLC and BANC OF AMERICA INVESTMENT SERVICES, INC. Petro Zouzoulas provides a wide range of financial services, including portfolio management for individuals and businesses, pension consulting, and educational seminars. Petro Zouzoulas is also registered to provide investment advisory services.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
DC
12/02/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WASHINGTON DC)
MD
06/12/2012 - 11/20/2017
WELLS FARGO CLEARING SERVICES, LLC (BETHESDA MD)
DC
11/16/2010 - 06/22/2012
MORGAN STANLEY SMITH BARNEY (WASHINGTON DC)
DC
02/25/2009 - 10/12/2010
WELLS FARGO ADVISORS, LLC (WASHINGTON DC)
DC
11/24/1997 - 02/06/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WASHINGTON DC)
BOTH
Issued 12/22/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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