Unclaimed
Peter Angelo Delillis is a registered representative of Morgan Stanley. Peter has been in the industry for 5 years and is based in the PURCHASE, NY office. Peter earned his Series 7TO, Series 57TO, and Series 63 licenses. Peter has been registered with Morgan Stanley since 3/30/2022. Previously Peter worked at T3 TRADING GROUP, LLC. Peter is currently registered in New York and is active in both the BrokerCheck and Investment Advisor databases.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
03/30/2022 - Present
Morgan Stanley (PURCHASE NY)
NY
04/02/2021 - 02/22/2022
T3 TRADING GROUP, LLC (NEW YORK NY)
BC
Issued 04/15/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/02/2021
Series 57TO - Securities Trader Exam
BC
Issued 08/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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