Pericles Financial Services
Our team of highly educated professionals is here to help you with one or all of your financial goals. No matter where you are at in life, we want to put your dreams into action by creating a tailored plan that fits you. Whether you need a retirement plan, risk management advice, a financial advisor or simply have questions you need answered, we are here for you. Feeling like you aren’t sure what your future needs are? Don’t fret! We pride ourselves in getting to know our clients to better understand what truly matters for their future selves. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
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Verified contacts
3
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LinkedIn employees
3
1 to 10 range
Open roles
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no listings
Distinct roles
3
indexed titles
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- AF
Abigail Faul
Financial Assistant · Finance & Accounting
EmailPhone - BT
Brice Terbeest
Investment Advisor Representative · Finance & Accounting
EmailPhone - MH
Max Huseboe
Associate Financial Advisor · Finance & Accounting
EmailPhone
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Top roles at Pericles Financial Services
3 distinct titles indexed · top 3 shown.
- 1associate financial advisor
- 1financial assistant
- 1investment advisor representative
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