Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Maxwell Jones is an investment advisor representative with Morgan Stanley. Peter has been in the industry for over 14 years. Peter is registered in 17 states to offer securities and investment advisory services. Peter holds Series 63, 65, 7 and SIE licenses. Peter is a member of FINRA. Peter has experience working with individuals, families, businesses, charitable organizations, insurance companies and investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
05/15/2020 - Present
Morgan Stanley (Vero Beach FL)
MD
12/04/2009 - 01/11/2011
ULLICO INVESTMENT COMPANY, INC. (SILVER SPRING MD)
MA
06/26/2001 - 10/17/2001
SELIGMAN ADVISORS, INC. (BOSTON MA)
NY
09/17/1999 - 05/01/2001
OCC DISTRIBUTORS (NEW YORK NY)
GA
06/09/1999 - 08/23/1999
INVESCO SERVICES, INC. (ATLANTA GA)
IA
Issued 12/16/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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