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Peter Jonathan Pena

Intelligent Cross LLC

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About Peter Jonathan Pena

Peter Jonathan Pena is a registered representative with Intelligent Cross LLC in Stamford, Connecticut. Peter has been in the securities industry since January 16, 2018. Peter is licensed to conduct business in Connecticut.

Firm Information

Peter Pena is currently registered with Intelligent Cross LLC. Intelligent Cross LLC is a Limited Liability Company formed in Connecticut on November 16, 2016. The firm is registered with the Securities and Exchange Commission and the state of Connecticut.

Not reported

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Peter Pena’s Registration & Firm History

CT

01/17/2018 - Present

Intelligent Cross LLC (STAMFORD CT)

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Licenses & Designations

BC

Issued 02/26/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/11/2018

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/27/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter Jonathan Pena.
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