Unclaimed
Peter Magrath is a financial advisor with Jonestrading. Peter has been in the industry since 2021. Previously, Peter worked at INTL FILLMORE ADVISORS LLC and AXA ADVISORS, LLC. Peter is registered with FINRA and holds the Series 7, Series 63, Series 66, and SIE licenses. Peter is registered in 10 states, including Colorado, Connecticut, Florida, Hawaii, Massachusetts, New Jersey, New York, South Carolina, Texas, and Utah.
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.
1
2
UT
04/22/2024 - Present
Jonestrading (Park City UT)
UT
01/26/2022 - 01/25/2024
INTL FILLMORE ADVISORS LLC (Park City UT)
MA
12/19/2008 - 10/26/2009
AXA ADVISORS, LLC (WELLESLEY MA)
BC
Issued 05/23/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/11/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/10/2021
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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