Peter VirokCRD Number: 1844999
Current Firm: Ameriprise Financial Services, Inc.
Peter Virok (CRD# 1844999) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Virginia Beach, VA and has over 29 years of experience in the finance industry.
Pathway Financial Planning, Inc.
Lincoln Financial Advisors Corporation
Virginia Capital Management Group Inc.
|#ia American Express Financial Advisors||Virginia Beach, VA||Jun 1988 - Current||29|
|Ids Life Insurance Company||Minneapolis, MN||Jun 1988 - Current||29|
|American Express Financial Advisors Inc.||Virginia Beach, VA||Jun 1988 - Current||29|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1988|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Educational seminars/workshops
AK, AL, AR, AZ, 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