Unclaimed
Peter Chrapkowski is a financial advisor with Morgan Stanley, a well-respected firm with a strong reputation in the industry. Peter has a proven track record of success, having been in the industry since 2004. Peter has a wide range of experience and expertise, having worked with a diverse clientele, including high-net-worth individuals, corporations, and institutions. Peter is committed to providing personalized financial advice to help clients achieve their financial goals. Before joining Morgan Stanley, Peter was a registered representative at E*TRADE SECURITIES LLC, SG AMERICAS SECURITIES, LLC, NEWEDGE USA, LLC, and NEWEDGE FINANCIAL INC. Peter is also a Series 7, 9, 10, 63, and SIE licensed professional.
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
IL
03/13/2023 - Present
Morgan Stanley (Chicago IL)
IL
11/10/2020 - 09/05/2023
E*TRADE SECURITIES LLC (CHICAGO IL)
IL
01/02/2015 - 11/08/2018
SG AMERICAS SECURITIES, LLC (CHICAGO IL)
IL
01/02/2008 - 01/02/2015
NEWEDGE USA, LLC (CHICAGO IL)
IL
10/02/2002 - 09/01/2008
NEWEDGE FINANCIAL INC. (CHICAGO IL)
BC
Issued 10/10/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/29/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2008
Series 3 - National Commodity Futures Examination
BC
Issued 10/11/2001
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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