Unclaimed
Peter Charles Schimmel is a financial advisor with J.P. Morgan Securities LLC based in Lawrence, New York. Peter has been in the financial services industry since October 2023. Peter has passed the Series 7, Series 66, and SIE exams. Peter also holds a FINRA license and is registered in New York as an Investment Advisor Representative.
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
01/24/2025 - Present
J.p. Morgan Securities LLC (LAWRENCE NY)
BOTH
Issued 12/04/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/19/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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