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Paul K Peltekian

Elevation, LLC

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About Paul K Peltekian

Paul Peltekian is a financial professional with over 16 years of experience in the securities industry. Paul is currently registered with Elevation, LLC and has a broad range of experience across various firms. Paul has a proven track record in providing comprehensive financial advice and guidance to clients. Paul holds the Series 3, 7, 24, 55, 57TO, 63, 99TO and SIE licenses.

Firm Information

Paul Peltekian is currently registered with Elevation, LLC. Elevation, LLC is a Limited Liability Company formed in December 2005 and is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

22

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Paul Peltekian’s Registration & Firm History

NJ

11/04/2021 - Present

Elevation, LLC (Englewood Cliffs NJ)

NY

05/01/2019 - 10/18/2021

STONEX FINANCIAL INC. (NEW YORK NY)

NY

10/18/2011 - 05/02/2019

CIRRUS RESEARCH, LLC (NEW YORK NY)

NY

11/01/2007 - 04/01/2010

TRADITION ASIEL SECURITIES INC. (NEW YORK NY)

NY

02/11/2005 - 08/20/2007

GFI SECURITIES LLC (NEW YORK NY)

NA

10/16/1992 - 12/22/1992

CHELSEA STREET SECURITIES, INC.

NA

08/21/1992 - 09/30/1992

FRANKLIN-LORD, INC.

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Licenses & Designations

BC

Issued 06/27/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/07/2006

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/06/2005

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 02/10/2005

Series 7 - General Securities Representative Examination

BC

Issued 07/22/1996

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul K Peltekian.
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