Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter McKenna is a financial advisor with Janney Montgomery Scott LLC. Peter has been in the financial industry since 2006. Peter has a wide range of experience, having previously worked at NYLIFE Securities LLC, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Chase Investment Services Corp., Park Avenue Securities LLC, and NYLIFE Securities Inc. Peter holds several licenses and designations, including Series 63, Series 65, Series 7, Series 9, Series 10, Series 24, Series 31, and Series 52TO. Peter is registered with the state of New Jersey and New York. Peter provides a range of financial services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
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2
NY
07/11/2023 - Present
Janney Montgomery Scott LLC (MELVILLE NY)
NY
12/06/2012 - 07/28/2023
NYLIFE SECURITIES LLC (MELVILLE NY)
NY
06/01/2009 - 10/04/2011
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
NY
12/03/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
08/14/2007 - 05/28/2008
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
01/09/2007 - 09/12/2007
PARK AVENUE SECURITIES LLC (BOHEMIA NY)
NY
04/05/2005 - 08/15/2006
NYLIFE SECURITIES INC. (MELVILLE NY)
IL
02/10/2004 - 12/13/2004
ASSENT LLC (BOLINGBROOK IL)
IA
Issued 02/16/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2013
Series 24 - General Securities Principal Examination
BC
Issued 11/30/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/28/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/21/2023
Series 31 - Futures Managed Funds Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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