Invested Better
Unclaimed

Unclaimed

Unclaimed

Peter S Elefante

Mesirow Financial, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Peter? Claim Your Profile

About Peter S Elefante

Peter Elefante is a financial professional with over 14 years of experience in the industry. Peter is currently registered with Mesirow Financial, Inc. in Boston, MA. Previously, Peter was a registered representative with Susquehanna Financial Group, LLLP, RBS Securities Inc., J.P. Morgan Securities Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Peter holds the Series 66, Series 7, and SIE licenses. Peter has a broad range of experience in financial services.

Firm Information

Peter Elefante is currently registered with Mesirow Financial, Inc.. Mesirow Financial, Inc. is a corporation formed in October 1982. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

143

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Peter Elefante’s Registration & Firm History

MA

04/27/2020 - Present

Mesirow Financial, Inc. (Boston MA)

MA

01/15/2015 - 02/28/2020

SUSQUEHANNA FINANCIAL GROUP, LLLP (BOSTON MA)

MA

07/13/2010 - 12/16/2014

RBS SECURITIES INC. (BOSTON MA)

MA

10/30/2009 - 07/02/2010

J.P. MORGAN SECURITIES INC. (BOSTON MA)

NY

09/23/2008 - 05/08/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

Not sure if Peter S Elefante is right for you?

Licenses & Designations

BOTH

Issued 10/30/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/22/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Peter S Elefante.
Not sure if Peter S Elefante is right for you?