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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Grimm Lease is an investment advisor representative at Morgan Stanley. Peter has been working in the financial services industry for 23 years and is registered with both the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Peter has Series 7, Series 31, and Series 63 licenses and a Series 65 designation. Peter specializes in providing investment advice to a variety of clients, including high-net-worth individuals, corporations, and institutional investors. Peter’s previous experience includes working as a financial advisor for Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, J.P. Morgan Securities Inc., and J.P. Morgan Advisors, Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
06/01/2009 - Present
Morgan Stanley (Red Bank NJ)
NJ
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RED BANK NJ)
NJ
01/18/2001 - 04/02/2007
MORGAN STANLEY DW INC. (RED BANK NJ)
NY
01/21/2000 - 01/19/2001
J. P. MORGAN ADVISORS, INC. (NEW YORK NY)
NY
10/06/1999 - 01/28/2000
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IA
Issued 01/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 10/05/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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