Unclaimed
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 who has been in the industry since 1998. Petro is registered with the Securities and Exchange Commission (SEC) and is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Incorporated. Petro holds Series 6, 7, 26, 63, and 66 securities licenses and is also registered with the state of Maryland. Petro has previously worked with other financial institutions, including Wells Fargo Clearing Services, LLC, Morgan Stanley Smith Barney, and Bank of America Investment Services, Inc. Petro focuses on providing portfolio management services to individuals and businesses.
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
MD
12/02/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BALTIMORE MD)
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 12/1/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/9/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
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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