Unclaimed
Peter John Klimuszko is an investment advisor representative at Janney Montgomery Scott LLC. Peter has been in the securities industry for over 30 years. Peter is registered with FINRA as well as in multiple states. Peter is registered with the state of New York as an investment advisor representative. Peter has a Series 7, Series 63, and Series 65 license. Peter has worked at several firms prior to joining Janney Montgomery Scott LLC including ADVEST, INC., PAINEWEBBER INCORPORATED, and KIDDER, PEABODY & CO. INCORPORATED. Peter's office is located in Garden City, NY.
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.
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.
Fee plus commission
1
2
NY
01/16/2018 - Present
Janney Montgomery Scott LLC (GARDEN CITY NY)
CT
07/21/1999 - 12/16/2005
ADVEST, INC. (HARTFORD CT)
NJ
01/28/1995 - 07/28/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
07/30/1990 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 08/15/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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