Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Moretti has been working in the financial industry since July 1997 and is currently registered with J.P. Morgan Securities LLC. Peter is a registered representative and investment advisor. Peter has worked with multiple firms including Morgan Stanley and Citigroup Global Markets Inc. Peter is licensed to offer a range of financial products and services, including investment banking, investment advisory, and financial planning.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
04/19/2016 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
06/01/2009 - 07/13/2015
MORGAN STANLEY (PURCHASE NY)
NY
05/14/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
10/25/1996 - 05/14/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 11/11/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/07/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 10/24/1996
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE Chicago, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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