Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter McCarthy is a financial advisor who has been in the industry since 1989. Peter is currently registered with Park Avenue Securities LLC in New Jersey. Peter has been with Park Avenue Securities LLC since 2023 and has previously worked with E D & F MAN CAPITAL MARKETS INC., MPS GLOBAL SECURITIES, LLC, MF GLOBAL INC., REFCO CLEARING LLC, REFCO SECURITIES, LLC, EASTBRIDGE CAPITAL INC., FULTON PREBON SECURITIES (U.S.A.) INC., and E. F. HUTTON & COMPANY INC. Peter holds several licenses, including Series 63, 65, 7, and 24. Peter is a Registered Investment Advisor (RIA) and is also a general securities principal. Peter is a managing member of PJM Capital Management LLC and a manager of PJM Family Investments LLC, both of which are investment-related entities. Peter is also a board member of the YMCA of Greater Monmouth County. Peter offers a range of financial services, including financial planning, educational seminars, and portfolio management for individuals. Peter is also a specialist in providing services to high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
01/03/2024 - Present
Park Avenue Securities LLC (WALL NJ)
NY
06/29/2012 - 04/07/2022
E D & F MAN CAPITAL MARKETS INC. (NEW YORK NY)
NY
05/30/2013 - 12/01/2014
MPS GLOBAL SECURITIES, LLC (NEW YORK NY)
NY
01/12/2006 - 10/06/2011
MF GLOBAL INC. (NEW YORK NY)
NY
06/02/2004 - 04/18/2006
REFCO CLEARING LLC (NEW YORK NY)
NY
04/01/1998 - 12/31/2005
REFCO SECURITIES, LLC (NEW YORK NY)
NY
08/09/1989 - 04/06/1998
EASTBRIDGE CAPITAL INC. (NEW YORK NY)
NA
02/05/1988 - 07/25/1988
FULTON PREBON SECURITIES (U.S.A.) INC.
NA
10/22/1986 - 04/07/1988
E. F. HUTTON & COMPANY INC
IA
Issued 08/22/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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