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Peter Moschak

Advisor at LPL Financial

Updated today

Location

Owego, NY 13827

Credentials

Series 66

Industry experience

12 years

About

Peter Moschak is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Voya Financial Advisors, Inc., Wells Fargo Clearing, and Wells Fargo Advisors, LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team, combining large-scale advisory operations with a broad range of financial products and services.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

460 E Front St

Owego, NY 13827

Most active in

New York

Work history

LPL Financial

2021 - Present (5 years)

Voya Financial Advisors, Inc.

2019 - 2021 (2 years)

Wells Fargo Clearing

2016 - 2019 (3 years)

Wells Fargo Advisors, LLc

2013 - 2016 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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