Unclaimed
Peter McCallion is a registered representative with Yosemite Execution Partners Inc. in Lafayette, CA. Peter has been in the securities industry since May 5, 2017. Peter is registered in California. Peter holds Series 63, Series 22 and SIE licenses.
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
CA
11/20/2020 - Present
Yosemite Execution Partners Inc. (LAFAYETTE CA)
NY
05/31/2019 - 10/29/2019
BRUDERMAN BROTHERS LLC (New York NY)
NJ
09/08/2015 - 11/14/2017
BUCKMAN, BUCKMAN & REID, INC. (little silver NJ)
NY
07/03/2014 - 06/10/2015
OPTIMA SECURITIES LLC (NEW YORK NY)
BC
Issued 07/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2014
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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