Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Krones is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Peter has been in the industry since 1983 and has held a variety of positions at different firms. Peter currently holds the Series 7, Series 52, and Series 63 licenses. Peter is registered to provide advisory services in 28 states and the District of Columbia. Peter provides a variety of services to clients including portfolio management, financial planning, and educational seminars. Peter is committed to helping clients achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
07/19/2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JUPITER FL)
FL
02/02/2007 - 07/21/2011
UBS FINANCIAL SERVICES INC. (PALM BEACH GARDENS FL)
FL
08/27/1999 - 02/07/2007
CITIGROUP GLOBAL MARKETS INC. (STUART FL)
NJ
03/13/1989 - 09/03/1999
FIRST INSTITUTIONAL SECURITIES, L.L.C. (WEST PATERSON NJ)
NA
02/01/1989 - 03/25/1992
BROADWAY FINANCIAL INVESTMENT SERVICES CORP.
NA
06/27/1983 - 02/01/1989
GLICKENHAUS & CO. - NEW JERSEY
BC
Issued 10/09/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 06/25/1983
Series 52 - Municipal Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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