Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Green is a financial advisor with over 20 years of experience in the industry. Peter has a Series 7, Series 6, Series 63 and Series 66 license. Peter has been registered with J.p. Morgan Securities LLC since December 2014. Prior to that, Peter worked at Citigroup Global Markets Inc. and Wells Fargo Advisors, LLC. Peter provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutions. Peter is also a high school water polo coach.
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
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2
CA
01/20/2015 - Present
J.p. Morgan Securities LLC (BERKELEY CA)
CA
08/13/2014 - 01/08/2015
CITIGROUP GLOBAL MARKETS INC. (ORINDA CA)
CA
01/03/2011 - 08/12/2014
WELLS FARGO ADVISORS, LLC (FAIRFIELD CA)
CA
05/30/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (VACAVILLE CA)
CA
09/24/2004 - 05/30/2007
WM FINANCIAL SERVICES, INC. (DAVIS CA)
CA
06/09/2004 - 09/21/2004
ATLAS SECURITIES, INC. (SAN LEANDRO CA)
CA
10/03/2003 - 06/10/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NY
04/17/2001 - 09/24/2002
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. (NEW YORK NY)
BOTH
Issued 07/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/16/2001
Series 6 - Investment Company Products/Variable Contracts 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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