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Peter Elias Velissarios

Truist Advisory Services, Inc.

Charlotte, NC

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Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-05-03
  • NC RA
    APPROVED
    Since 2021-05-03

Branch Locations

2320 Cascade Pointe Blvd Ste 200, Charlotte, NC 28208 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citigroup Ny NY 03/2011 05/2020
Wells Farg Bank, Na New York, Ny NY 04/2020 03/2021
Wells Fargo Clearing Sevices, Llc New York NY 04/2020 03/2021
Truist Investment Services, Inc. Charlotte NC 03/2021 Present
Truist Advisory Services, Inc. Charlotte NC 05/2021 Present
  • 03/2011 → 05/2020
    Citigroup
    Ny, NY
  • 04/2020 → 03/2021
    Wells Farg Bank, Na
    New York, Ny, NY
  • 04/2020 → 03/2021
    Wells Fargo Clearing Sevices, Llc
    New York, NY
  • 03/2021 → Present
    Truist Investment Services, Inc.
    Charlotte, NC
  • 05/2021 → Present
    Truist Advisory Services, Inc.
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-01
S63 Uniform Securities Agent State Law Examination 2001-06-13
  • S66 Uniform Combined State Law Examination
    2021-05-01
  • S63 Uniform Securities Agent State Law Examination
    2001-06-13
Other Names
  • Peter Elias Velissarios
  • Peter Velissarios

View on SEC IAPD

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ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
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