Unclaimed
Peter Jurasz is a financial advisor with Raymond James & Associates, Inc. Peter has over 30 years of experience in the industry. Prior to joining Raymond James & Associates, Inc. in 2025, Peter was a financial advisor at CITIGROUP GLOBAL MARKETS INC. and LEHMAN BROTHERS INC. Peter is registered to provide investment advice in 53 states and holds the Series 3, 7, 10, 31, 63, 66 and SIE licenses. Peter specializes in providing financial planning, portfolio management and other investment advisory services to individuals, corporations, high-net-worth individuals, insurance companies, charitable organizations, pension and profit sharing plans and banking or thrift institutions.
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.
Please see note in schedule d - miscellaneous
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.
1
2
AK
01/16/2025 - Present
Raymond James & Associates, Inc. (Juneau AK)
AK
07/31/1993 - 01/23/2009
CITIGROUP GLOBAL MARKETS INC. (JUNEAU AK)
NY
01/09/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 09/23/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/22/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 01/21/1991
Series 3 - National Commodity Futures Examination
BC
Issued 12/10/1990
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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