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Petter Bialek

Calamos Financial Services LLC

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About Petter Bialek

Petter Bialek is a financial advisor with Calamos Financial Services LLC, a registered investment advisor. Petter has been in the securities industry since December 27, 2008. Petter's experience includes time with Invesco Distributors, Inc. and OppenheimerFunds Distributor, Inc. Petter is licensed to sell securities in Delaware, District of Columbia, Illinois, Maryland, and Virginia.

Firm Information

Petter Bialek is currently registered with Calamos Financial Services LLC. Calamos Financial Services LLC is a Limited Liability Company formed on September 15, 2004. The firm is registered in 53 states and the District of Columbia, as well as with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

83

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Petter Bialek’s Registration & Firm History

IL

04/10/2024 - Present

Calamos Financial Services LLC (NAPERVILLE IL)

TX

05/25/2019 - 04/05/2024

INVESCO DISTRIBUTORS, INC. (HOUSTON TX)

CO

12/23/2008 - 05/25/2019

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)

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Licenses & Designations

BC

Issued 01/19/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/16/2011

Series 7 - General Securities Representative Examination

BC

Issued 12/22/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Petter Bialek.
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