Unclaimed
Peter Bouyoucos is a financial advisor based in Lafayette, CA. Peter has been in the industry since August 20, 1997 and has worked at Yosemite Execution Partners Inc. since September 18, 2015. Peter has experience in various financial firms including York Stockbrokers, Inc., Charles Jordan & Co., LLC, Straus Capital, LLC, Donaldson, Lufkin & Jenrette Securities Corporation, Morgan Stanley & Co., Incorporated, and Goldman, Sachs & Co. Peter has a series 3, 7, 63, and 79 licenses and is registered to sell securities in California, Illinois, and Connecticut.
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.
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.
1
2
CA
09/18/2015 - Present
Yosemite Execution Partners Inc. (LAFAYETTE CA)
NY
09/11/2014 - 09/16/2015
YORK STOCKBROKERS, INC. (NEW YORK NY)
NY
01/07/2013 - 09/02/2014
CHARLES JORDAN & CO., LLC (NEW YORK NY)
CT
10/26/2010 - 12/31/2012
STRAUS CAPITAL, LLC (GREENWICH CT)
NJ
01/19/2000 - 06/28/2000
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
01/26/1995 - 01/21/2000
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
03/20/1987 - 01/04/1995
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 11/01/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2015
Series 3 - National Commodity Futures Examination
BC
Issued 05/04/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/25/2010
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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