Unclaimed
Peter Pera is a financial advisor with over 10 years of experience in the industry. Currently, Peter works at J.p. Morgan Securities LLC. Peter has previously held positions at HSBC Securities (USA) INC., NYLIFE DISTRIBUTORS LLC, PRUCO SECURITIES, LLC., GFA SECURITIES, LLC, J.P. MORGAN CLEARING CORP., and J.P.MORGAN SECURITIES INC. Peter holds Series 7, Series 63, and SIE licenses. Peter is registered in California, Connecticut, Florida, New Jersey, and New York.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NJ
01/14/2019 - Present
J.p. Morgan Securities LLC (WYCKOFF NJ)
NJ
08/30/2016 - 11/15/2017
HSBC SECURITIES (USA) INC. (RAMSEY NJ)
NY
04/22/2014 - 10/08/2015
NYLIFE DISTRIBUTORS LLC (SLEEPY HOLLOW NY)
NJ
09/23/2013 - 04/11/2014
PRUCO SECURITIES, LLC. (WARREN NJ)
NY
05/04/2011 - 10/28/2011
GFA SECURITIES, LLC (NEW YORK NY)
NY
06/10/2008 - 05/05/2011
J.P. MORGAN CLEARING CORP. (NEW YORK NY)
NY
06/10/2008 - 12/31/2008
J.P.MORGAN SECURITIES INC. (BROOKLYN NY)
BC
Issued 03/03/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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