Peter Klarides Email & Phone Number
Senior Financial Consultant @ Osaic Institutions
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Peter Klarides Location
- New York, NY, US
Peter Klarides Work
- 2020 -now Senior Financial Consultant @
- 2020 -now Senior Financial Consultant @
- 2001 -2020 Senior Financial Advisor and V.P. @
- 1996 -2001 Financial Advisor @
- 1994 -1996 Financial Advisor @
Peter Klarides Education
- State University of New York College at Oswego
B.S. (Economics, Accounting & Psychology)
1982-1986
Peter Klarides Skills
- Investment Products
- Financial Advisory
- Series 7
- Fixed Income
- Insurance
- Investments
- Mutual Funds
- Financial Planning
- Retirement Planning
- Annuities
- IRA's
- Asset Management
- Portfolio Management
- Estate Planning
- Wealth Management
- Financial Services
- Series 63
- Banking
- Securities
- Asset Allocation
- Relationship Management
- Investment Advisory
- Investment Strategies
- Fixed Annuities
- Financial Planners
- Series 65
- Investment Management
- Team Building
- Microsoft Office
- Management
Peter Klarides Summary
- Peter Klarides, based in New York, NY, US, is currently a Senior Financial Consultant at Osaic Institutions. Peter Klarides brings experience from previous roles at Popular Bank, HSBC Securities, INVEST Financial Corporation and Columbia Banking Federal Savings & Loan Assn. Peter Klarides holds a 1982 - 1986 B.S. in Economics, Accounting & Psychology @ State University of New York College at Oswego. With a robust skill set that includes Investment Products, Financial Advisory, Series 7, Fixed Income, Insurance and more. Peter Klarides has 3 emails and 5 mobile phone numbers on RocketReach.
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