Peter Loukis (CRD# 6898256) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Chicago, IL and has over 6 years of experience in the finance industry.
CRD# 5690890
Nuveen Asset Management, LLC
CRD# 2166498
Neuberger Berman Bd LLC
CRD# 3025408
Primerica Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Ubs Financial Services Inc. | Chicago, IL | Apr 2019 - Current | 5 |
Td Ameritrade | St. Louis, MO | Jan 2018 - Apr 2019 | 1 |
University Of Missouri | Columbia, MO | Aug 2017 - Jan 2018 | < 1 |
Resource Financial Group | Wilmette, IL | Jun 2017 - Aug 2017 | < 1 |
Biggies Enterprise | Morton Grove, IL | Jan 2013 - Aug 2017 | 4 |
University Of Missouri | Columbia, MO | Jun 2013 - Jun 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2018 |
S66 | NASAA Uniform Combined State Law Examination | Jul 2019 |
- IL
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Total Assets Under Management702,387MILLIONS
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Total Number of Accounts1,093,486ACCOUNTS
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Average Account Value$642,338
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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