Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Delong is a financial advisor with J.P. Morgan Securities LLC. Peter is based in Chicago, IL, and has been in the financial services industry since 2011. Peter has experience working with individual clients and businesses. Peter offers a variety of financial services, including financial planning, portfolio management, and pension consulting. Peter holds a Series 63, Series 79, and SIE licenses. Peter is also registered to provide securities-related services in 53 states. Prior to joining J.P. Morgan Securities, Peter worked at Houlihan Lokey Capital, Inc., and CCS Transactions, LLC.
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
IL
07/26/2016 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
IL
07/29/2014 - 05/17/2016
HOULIHAN LOKEY CAPITAL, INC. (CHICAGO IL)
IL
09/02/2011 - 07/18/2014
CCS TRANSACTIONS, LLC (CHICAGO IL)
BC
Issued 09/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Peter Delong is the right advisor for you? Invested Better is here to help.
