Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Reilly is a financial advisor at Janney Montgomery Scott LLC, specializing in providing financial advice and portfolio management services to individual and institutional clients. Peter has over 20 years of experience in the financial services industry and holds various professional licenses and certifications. Before joining Janney Montgomery Scott LLC, Peter worked at RoboCO USA Brokerage Services, Credit Agricole Indosuez Securities, Inc., and Credit Lyonnais Securities (USA), Inc. Peter is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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
PA
01/12/2005 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
MA
05/07/2002 - 10/12/2004
ROBECO USA BROKERAGE SERVICES (BOSTON MA)
NY
07/11/2000 - 03/23/2001
CREDIT AGRICOLE INDOSUEZ SECURITIES, INC. (NEW YORK NY)
NY
01/09/1997 - 05/25/1999
CREDIT LYONNAIS SECURITIES (USA), INC. (NEW YORK NY)
NY
04/23/1990 - 05/13/1991
NEW JAPAN SECURITIES INTERNATIONAL INC. (NEW YORK NY)
BC
Issued 08/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2001
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 07/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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