Unclaimed
Peter Coppinger is a financial advisor with over 20 years of experience in the industry. Peter is currently registered with J.p. Morgan Securities LLC in Deer Park, New York. Prior to joining J.p. Morgan Securities LLC, Peter was employed by HSBC Securities (USA) INC., HSBC Brokerage (USA) INC., PRIME CAPITAL SERVICES, INC. and SIGNATOR INVESTORS, INC. Peter is licensed to sell securities in Connecticut, New Jersey and New York. Peter is a Series 6, 7, 9, 10, 63 and SIE licensed professional. Peter specializes in providing financial advice to individuals, corporations, high-net-worth individuals, charitable organizations, insurance companies, and pension and profit-sharing plans.
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
06/18/2014 - Present
J.p. Morgan Securities LLC (DEER PARK NY)
NY
01/01/2005 - 06/22/2006
HSBC SECURITIES (USA) INC. (OYSTER BAY NY)
NY
06/04/2002 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
NY
08/10/2001 - 04/18/2002
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
MA
04/09/2001 - 08/10/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
02/22/1999 - 12/12/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
BC
Issued 07/01/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/16/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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