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Peter Harry McCallion

Yosemite Execution Partners Inc.

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About Peter Harry McCallion

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.

Firm Information

Peter McCallion is currently registered with Yosemite Execution Partners Inc.. Yosemite Execution Partners Inc. is a Corporation formed on May 8, 2012 and approved in California, Colorado, Connecticut, Illinois, New Jersey, and New York. The firm has one approved SEC registration and six approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

14

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.

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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Peter McCallion’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Peter Harry McCallion. Review regulatory record here.
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