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. Mann is an investment professional with over 20 years of experience in the financial industry. Peter is currently registered with J.P. Morgan Securities LLC, and is active in both Broker-Dealer and Investment Advisor capacities. Peter previously worked at Hornor, Townsend & Kent, Inc., Nationwide Securities, LLC, and 1717 Capital Management Company. Peter is a Series 6, 26, and 99TO licensed professional, and is a skilled advisor in investment company products, variable contracts, and operations.
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
OH
12/08/2014 - Present
J.p. Morgan Securities LLC (Columbus OH)
PA
05/07/2009 - 08/14/2014
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
DE
07/16/2004 - 11/03/2008
NATIONWIDE SECURITIES, LLC (NEWARK DE)
DE
07/12/2001 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BC
Issued 11/10/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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