Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Coppernoll is a financial professional registered with the state of District of Columbia. Peter currently works at Moelis & Co. LLC and is located in Washington, DC. Peter's experience in the financial services industry dates back to June 9, 2018. Peter has passed the Securities Industry Essentials Examination (SIE), the Uniform Securities Agent State Law Examination (Series 63), and the Investment Banking Registered Representative Examination (Series 79). Previously, Peter was associated with SVB Securities LLC and UBS 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.
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DC
05/02/2023 - Present
Moelis & Co. LLC (Washington DC)
NY
07/12/2021 - 05/01/2023
SVB SECURITIES LLC (NEW YORK NY)
NY
05/01/2018 - 06/01/2021
UBS SECURITIES LLC (NEW YORK NY)
BC
Issued 05/25/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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