Unclaimed
Pete Pelonis is a registered representative with J.P. Morgan Securities LLC. Pete has been in the securities industry since June 30, 2006. Prior to joining J.P. Morgan Securities LLC, Pete was a registered representative with CHASE INVESTMENT SERVICES CORP. and LEHMAN BROTHERS INC. Pete holds Series 63, SIE, Series 6, Series 3 and Series 7 licenses. Pete is registered to provide securities advice in California.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
10/01/2012 - Present
J.p. Morgan Securities LLC (BELLFLOWER CA)
CA
08/16/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BELLFLOWER CA)
NA
01/24/1989 - 03/10/1993
LEHMAN BROTHERS INC.
BC
Issued 08/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/27/1989
Series 3 - National Commodity Futures Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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