Brian Petros
CEO
Brian Petros is the CEO and co-founder of PK Financial Group Inc. he is a nationally recognized expert on employer sponsored retirement plans. Before co-founding PK Financial Group with Pete Kaplan in 2005, Petros served at Merrill Lynch as Vice President of Investments, where he specialized in the 401(k)/ pension market. He trained at Merrill Lynch Headquarters in Princeton, New Jersey, in their intensive two-year financial services educational program, finishing in the top 5% of his national class. In 2003, he became an Independent Financial Advisor for Osaic Wealth Inc, and that affiliation continues today. Petros graduated from Ohio University with a BA in Business Administration and a core in Finance and is designated as an Accredited Investment Fiduciary. Brian is married with two children.
CREDENTIALS AND LICENSES INCLUDE:
Series 7 Licensed
Series 24 Licensed
Series 65 Licensed
Investment Advisory Licensed
Life, Health, Variable Annuities Licensed
Accredited Investment Fiduciary
Affiliated with Osaic Wealth, Inc.
Certified Plan Fiduciary Advisor