Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter D. Kelly is a registered investment advisor representative with J.P. Morgan Securities LLC. Peter has been in the financial services industry for over 11 years. Peter is registered to offer securities in California, Delaware, Florida, Nevada, New Jersey, Oregon, Pennsylvania, and Texas. Peter is also a registered investment advisor in Oregon, Pennsylvania, and Texas. Peter is a Series 7, Series 63, and Series 65 licensed representative. Peter has previously worked with other financial firms, such as BB&T Securities, LLC and PNC Investments. Peter's experience includes working with high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
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
PA
01/22/2024 - Present
J.p. Morgan Securities LLC (Harrisburg PA)
PA
09/22/2020 - 06/27/2023
PRUCO SECURITIES, LLC. (York PA)
PA
01/02/2018 - 07/30/2020
BB&T SECURITIES, LLC (YORK PA)
PA
12/13/2017 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (LANCASTER PA)
PA
02/27/2017 - 11/15/2017
SANTANDER SECURITIES LLC (SCHUYLKILL HAVEN PA)
PA
11/06/2012 - 02/27/2017
PNC INVESTMENTS (LANCASTER PA)
PA
06/21/2011 - 03/08/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (YORK PA)
PA
03/17/2011 - 04/25/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (YORK PA)
PA
06/02/2010 - 08/20/2010
MORGAN STANLEY SMITH BARNEY (YORK PA)
IA
Issued 07/01/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2010
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
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