Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter B. Lardner is a financial advisor who has been in the industry since July 2002. Peter is currently registered with J.p. Morgan Securities LLC in California and Texas. Peter was previously employed at Goldman Sachs & Co. LLC for over 20 years. Peter has a wide range of experience in the financial services industry, including experience in portfolio management, financial planning, and pension consulting. Peter holds several licenses and designations, including the Series 7, Series 10, Series 9, and Series 66. Peter is committed to providing his clients with personalized financial advice and guidance. Peter is also involved in the community and supports several charitable organizations.
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
11/17/2022 - Present
J.p. Morgan Securities LLC (San Francisco CA)
NY
07/30/2002 - 06/24/2022
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
BOTH
Issued 06/13/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/30/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/06/2002
Series 32 - Limited Futures Exam-Regulation
BC
Issued 07/29/2002
Series 17 - Limited Registered Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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