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Peter E Weiss

Loop Capital Markets LLC

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About Peter E Weiss

Peter E Weiss is a financial professional with over 27 years of experience in the industry. Peter is currently registered with Loop Capital Markets LLC and has been in this role since March 7th, 2022. Prior to that, Peter was a registered representative with J.P. Morgan Securities LLC and Bear, Stearns & Co. Inc. Peter holds multiple licenses and certifications, including Series 7, 52, 53, 63, and SIE.

Firm Information

Peter Weiss is currently registered with Loop Capital Markets LLC. Loop Capital Markets LLC is a Limited Liability Company formed on June 1, 2004. The firm provides a range of advisory services, including transition management services, equity research services, and security ratings. It serves a variety of client types, including corporations, state or municipal government entities, other investment advisors, and pension plans. The firm is registered with the Securities and Exchange Commission and is licensed to conduct business in all 50 states.

Not reported

Assets Under Management

15

Total Clients

123

Total Financial Advisors

Services Offered

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.

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transition management services/equity research services

Transition management services/equity research services

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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other

Negotiated fees for research services

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Peter Weiss’s Registration & Firm History

NY

03/07/2022 - Present

Loop Capital Markets LLC (NEW YORK NY)

NY

10/01/2008 - 01/03/2022

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

06/03/2008 - 10/01/2008

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

10/03/2000 - 07/08/2008

BEAR, STEARNS & CO. INC. (NEW YORK NY)

NY

09/12/2000 - 10/02/2000

HUDSON HOUSING SECURITIES LLC (NEW YORK NY)

NY

04/24/1992 - 03/03/1998

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/13/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/18/2001

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/12/1996

Series 7 - General Securities Representative Examination

BC

Issued 04/22/1992

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter E Weiss.
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