Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Brandon Ross is a financial advisor at Janney Montgomery Scott LLC. Peter has been in the securities industry since 1983 and has worked for multiple firms over his career including A. G. EDWARDS & SONS, INC., SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED, DREXEL BURNHAM LAMBERT INCORPORATED, and BEVILL, BRESLER & SCHULMAN INCORPORATED. Peter holds Series 7, Series 63, and Series 66 licenses and is registered to provide investment advice in over 30 states. Peter specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, corporations, and 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.
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
1
2
NJ
05/05/2017 - Present
Janney Montgomery Scott LLC (Montvale NJ)
NJ
08/27/1990 - 10/25/2007
A. G. EDWARDS & SONS, INC. (ORADELL NJ)
NY
03/28/1989 - 08/30/1990
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
04/23/1985 - 04/06/1989
DREXEL BURNHAM LAMBERT INCORPORATED
NA
03/22/1983 - 04/10/1985
BEVILL, BRESLER & SCHULMAN INCORPORATED
BOTH
Issued 07/09/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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