Unclaimed
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.
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
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)
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
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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