Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter McMahon is a financial advisor with over 20 years of experience in the industry. Peter is currently a Registered Representative with Osaic FA, Inc. and has held previous roles with J.P. Morgan Securities LLC, Chase Investment Services Corp., TD Ameritrade, Inc., and NYLIFE Securities LLC. Peter has a strong understanding of the financial markets and is committed to providing his clients with personalized advice and guidance.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan consulting services provided on a limited basis.
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.
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2
CA
12/14/2023 - Present
Osaic FA, Inc. (LA JOLLA CA)
CA
10/01/2012 - 12/07/2023
J.P. MORGAN SECURITIES LLC (SAN DIEGO CA)
CA
07/14/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SAN DIEGO CA)
CA
05/01/2007 - 02/25/2009
TD AMERITRADE, INC. (SAN DIEGO CA)
CT
11/12/2003 - 04/25/2007
NYLIFE SECURITIES LLC (WINDSOR CT)
BOTH
Issued 02/12/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/11/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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