Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Paul Jenkins is an Investment Advisor Representative with Choreo, LLC. Peter has been in the financial industry for over 20 years and has a diverse background in securities, investment advice, and retirement planning. Peter has a proven track record of success in providing comprehensive financial solutions for individuals, families, businesses, and institutions. Peter's previous experience includes positions at BDO Wealth Advisors, LLC and Biegel & Waller LLC. Peter holds the Series 66, 65, and 63 securities licenses, as well as the Series 9 and 10 licenses. Peter is also a Certified Financial Planner.
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.
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.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
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.
A percentage of the total value of assets under management is charged.
1
2
MD
11/02/2023 - Present
Choreo, LLC (Columbia MD)
PA
01/17/2003 - 01/13/2010
CREDIT SUISSE SECURITIES (USA) LLC (WEST CONSHOHOCKEN PA)
NJ
02/18/2000 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
MD
09/01/1997 - 02/25/2000
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
09/10/1994 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
CA
02/23/1994 - 11/16/1994
MONTANO SECURITIES CORPORATION (ORANGE CA)
BOTH
Issued 01/29/2002
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/20/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/10/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/22/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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