Unclaimed
John Peter Grigus is a financial professional with over 16 years of experience in the industry. John Peter Grigus is currently registered with Charles Schwab & CO., Inc. and is licensed to provide investment advice in Illinois. John Peter Grigus has a wide range of experience, having previously worked at TD AMERITRADE, INC. and OPTIONSXPRESS, INC.. John Peter Grigus holds several professional licenses, including Series 66, Series 63, Series 24, Series 4, Series 53, Series 52TO, Series 34, SIE, and Series 7. John Peter Grigus is also registered in 53 states and is committed to providing excellent service to clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
IL
02/24/2016 - Present
Charles Schwab & CO., Inc. (Chicago IL)
IL
10/31/2023 - 05/19/2024
TD AMERITRADE, INC. (Chicago IL)
IL
01/02/2008 - 11/15/2017
OPTIONSXPRESS, INC. (CHICAGO IL)
BOTH
Issued 02/24/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/20/2010
Series 4 - Registered Options Principal Examination
BC
Issued 12/09/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/31/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 02/11/2022
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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