Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Clifton Laidlaw is a financial advisor at J.P. Morgan Securities LLC. Peter has been in the industry since December 2012 and has held previous roles at Goldman Sachs & Co. LLC, Jefferies LLC, and UBS Financial Services Inc. Peter is registered with the Securities and Exchange Commission as an Investment Advisor Representative, and is licensed to sell securities in 53 states and the District of Columbia. Peter holds Series 3, 7 and 66 licenses as well as the Series SIE exam. Peter's specializations include retirement planning, college savings, estate planning and insurance.
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
04/25/2024 - Present
J.p. Morgan Securities LLC (San Francisco CA)
CA
09/28/2015 - 03/26/2019
GOLDMAN SACHS & CO. LLC (SAN FRANCISCO CA)
CA
09/30/2013 - 09/04/2015
JEFFERIES LLC (SAN FRANCISCO CA)
CA
11/20/2012 - 10/08/2013
UBS FINANCIAL SERVICES INC. (SAN FRANCISCO CA)
BOTH
Issued 04/17/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2015
Series 3 - National Commodity Futures Examination
BC
Issued 11/19/2012
Series 7 - General Securities 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
Not sure Peter Laidlaw is the right advisor for you? Invested Better is here to help.
