Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Alan Kelly is a financial advisor who has been in the industry since September 20, 2008. Peter is currently registered with PJT Partners LP in Boston, MA. Peter is a Series 7, Series 63, and Series 79TO licensed professional. Peter was previously registered with J.P. Morgan Securities LLC in New York, NY and J.P. Morgan Securities Inc. in New York, NY.
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.
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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2
MA
05/13/2019 - Present
PJT Partners LP (BOSTON MA)
NY
10/01/2008 - 04/30/2019
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
09/08/2008 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 09/09/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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