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. Wilson is a registered representative with J.P. Morgan Securities LLC and is also registered as an investment advisor in New York and Texas. Peter has been in the industry since 2014 and is licensed to provide a wide range of financial services, including investment management, financial planning and securities brokerage services. Peter's experience includes previous roles at GRANDFUND INVESTMENT GROUP, LLC, where he served clients in Pennsylvania and Nevada. Peter holds multiple securities licenses, including Series 7, 6, 63, and 65.
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
NY
03/04/2024 - Present
J.p. Morgan Securities LLC (New York NY)
NV
01/02/2018 - 09/13/2018
GRANDFUND INVESTMENT GROUP, LLC (RENO NV)
PA
10/09/2012 - 01/08/2016
GRANDFUND INVESTMENT GROUP, LLC (HAVERFORD PA)
IA
Issued 03/04/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2015
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/08/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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