Peter
Kalafa

Charles Schwab & Co., Inc

CRD#1737699
Investment Advisor
in Boston, MA
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About this Advisor

Peter Kalafa is a certified financial planner based in Boston, Massachusetts. Currently a registered investment advisor at Charles Schwab & Co., Inc, they have accumulated 10 years of work experience. Kalafa maintains Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Kalafa is able to work with investors based out of Maryland. Kalafa has gained experience at Charles Schwab & Co., Inc and Charles Schwab Bank. Charles Schwab & Co., Inc is based out of Boston, Massachusetts, and operates out of 370 other brick-and-mortar locations in the country. Overall, Charles Schwab & Co., Inc retains more than 14,879 people. None of the investment firm's clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Charles Schwab & Co., Inc can provide financial planning services, selection of other advisers and other services. The firm's fees may include hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Selection of other advisers, Other

Fee Structure

Hourly Charges, Fixed Fees, Others

Disclosures

Yes

Office Location

One International Place
Boston, MA 02110-2600

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Charles Schwab & Co., Inc Brokerage Details

Total Number of Employees

14,879

MA Average: 43

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Investment Advisory Services

  • Financial planning services
  • Selection of other advisers
  • Other

Peter Kalafa Work History

Peter has 10 years of experience.

2008 - Present (11 years)

Charles Schwab & Co., Inc

2008 - Present (11 years)

Charles Schwab Bank

Disclosures

Peter Kalafa has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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