Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Lovett is a financial advisor at J.P. Morgan Institutional Investments Inc. with over 20 years of experience in the financial services industry. Peter has held positions with SunTrust Robinson Humphrey, Inc., Wachovia Capital Markets, LLC, Wachovia Securities, LLC and Wachovia Securities, Inc. Peter holds the Series 3, 7, 30 and 63 licenses and is registered in all 50 states.
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.
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.
1
2
OH
05/29/2017 - Present
J.p. Morgan Institutional Investments Inc. (COLUMBUS OH)
GA
09/16/2008 - 01/05/2015
SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)
NC
07/01/2003 - 02/23/2007
WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)
MO
06/15/2002 - 07/01/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
12/13/2001 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
BC
Issued 06/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2017
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2017
Series 3 - National Commodity Futures Examination
BC
Issued 05/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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