PC
Peter Christakos
from Westfield Wealth Management, LLC
Peter Christakos is a financial advisor based in New Jersey, Cranford,
with 36 years of experience. Peter currently works for
Westfield Wealth Management, LLC.
Peter maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Peter Christakos works at Westfield Wealth Management, LLC
Westfield Wealth Management, LLC is a financial advisory firm based in Cranford, New Jersey. It currently has approximately $67,055,769 of assets under management and employs about 3 people. Westfield Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
2 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
200 South Avenue East, Suite 303, Cranford, New Jersey, 7016
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