Unclaimed
Peter John Christus is a financial advisor with over 40 years of experience in the financial services industry. Peter is currently registered with Morgan Stanley. Peter has held previous roles at UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Tucker Anthony Incorporated, and Gabriele, Hueglin & Cashman Inc. Peter holds a number of licenses and certifications, including the Series 63, Series 65, and Series 66 licenses. Peter is also a registered representative with FINRA.
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
NJ
04/15/2020 - Present
Morgan Stanley (Morristown NJ)
NY
08/23/2002 - 11/27/2013
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
01/23/1997 - 08/30/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
12/02/1985 - 01/31/1997
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NA
03/03/1980 - 12/13/1985
GABRIELE, HUEGLIN & CASHMAN INC.
BOTH
Issued 01/13/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/13/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1981
Series 7 - General Securities Representative Examination
BC
Issued 02/16/1980
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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