PO
CFP
PO
CFP

Peter Oldziey

40 Years of Experience
Dover, DE
BrokerSells Insurance

Peter Oldziey is a CFP-designated registered investment advisor, based in Dover, DE, with 40 years of industry experience.

Location

15 Park Drive, Dover, DE, 19901

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Peter is an independent insurance agent since 1983, selling disability, fixed annuities, life/accident/health, and long-term care insurance, dedicating about 60 hours per month. He is also an Investment Advisor Representative with Vicus Capital, Inc., spending about 40 hours per month, and owns Peter Oldziey & Associates, PA, a financial services firm, dedicating about a quarter of his time.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2013 - Present · 12 yrs 8 mos
Vicus Capital, INC.
April 2004 - Present · 22 yrs 1 mo
Previous Registrations
Walnut Street Securities, INC.Broker
September 2001 - September 2013 · 12 yrs
1717 Capital Management CompanyBroker
September 1994 - October 2001 · 7 yrs 1 mo
Unum Sales CorporationBroker
December 1993 - September 1994 · 9 mos
New England SecuritiesBroker
February 1986 - October 1994 · 8 yrs 8 mos
State Registrations18 states
ALCADCDEFLIAILINKYMDNCNMNYORPASCTXVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Peter Oldziey - Financial Advisor | TrueAdvisor