Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Clinton is a financial professional with over 20 years of experience in the securities industry. Peter is currently registered with J.p. Morgan Securities LLC and has been with the firm since December 2014. Peter has a wide range of experience, having worked previously for Morgan Stanley & Co., Incorporated, Lehman Brothers Inc., CS First Boston Corporation, and Goldman, Sachs & Co.. Peter holds multiple industry licenses and certifications, including Series 3, 7, 63, and 66. Peter provides financial planning and portfolio management services to individual and institutional clients. Peter also specializes in providing services to charitable organizations, insurance companies, high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses.
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
03/31/2015 - Present
J.p. Morgan Securities LLC (SAN FRANCISCO CA)
NY
01/22/1998 - 04/08/1999
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
05/24/1995 - 12/22/1997
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
05/08/1992 - 04/04/1995
CS FIRST BOSTON CORPORATION (NEW YORK NY)
NY
09/10/1990 - 07/31/1991
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
09/24/1986 - 07/30/1990
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 03/31/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/10/1986
Series 3 - National Commodity Futures 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
Not sure Peter Clinton is the right advisor for you? Invested Better is here to help.
