Unclaimed
Peter Jachym is a financial advisor currently affiliated with Pickwick Capital Partners, LLC. Peter has been working in the financial industry since January 24, 2003. Peter holds FINRA Series 7, 24, 63, 79TO and SIE licenses and is currently registered in Connecticut, Florida and New York. Peter was previously affiliated with WEISS MULTI-STRATEGY FUNDS LLC, MMC SECURITIES LLC, KEEFE, BRUYETTE & WOODS, INC., and BANC OF AMERICA SECURITIES LLC.
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.
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.
1
2
NY
10/30/2021 - Present
Pickwick Capital Partners, LLC (WHITE PLAINS NY)
NY
01/04/2018 - 11/01/2019
WEISS MULTI-STRATEGY FUNDS LLC (NEW YORK NY)
NY
11/04/2013 - 04/03/2017
MMC SECURITIES LLC (NEW YORK NY)
NY
04/19/2001 - 06/27/2013
KEEFE, BRUYETTE & WOODS, INC. (NEW YORK NY)
NY
12/20/1999 - 04/24/2001
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BC
Issued 10/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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