Unclaimed
Peter Vasilios Rezos is a registered investment advisor representative with J.P. Morgan Securities LLC. Peter has been in the securities industry since 2002, starting with Tradition Asiel Securities Inc. Peter has also held previous roles at BGC Securities, BGC Financial, L.P., Prebon Financial Products Inc., Tullett Prebon Financial Services LLC, and HighTower Securities, LLC. Currently, Peter has licenses to operate in New Jersey, New York, and Texas. Peter earned a Series 7, Series 63, and Series 66 licenses, as well as the Securities Industry Essentials Examination (SIE).
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
NY
11/08/2019 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
01/14/2016 - 11/11/2016
HIGHTOWER SECURITIES, LLC (NEW YORK NY)
NY
01/05/2015 - 01/11/2016
TULLETT PREBON FINANCIAL SERVICES LLC (NEW YORK NY)
NY
03/17/2014 - 01/06/2015
MURPHY & DURIEU (NEW YORK NY)
NY
09/14/2009 - 03/06/2014
TULLETT PREBON FINANCIAL SERVICES LLC (NEW YORK NY)
NJ
10/31/2008 - 01/06/2010
PREBON FINANCIAL PRODUCTS INC. (JERSEY CITY NJ)
NY
03/06/2007 - 10/14/2008
BGC FINANCIAL, L.P. (NEW YORK NY)
NY
03/08/2007 - 05/20/2008
BGC SECURITIES (NEW YORK NY)
NY
06/24/2002 - 03/05/2007
TRADITION ASIEL SECURITIES INC. (NEW YORK NY)
BOTH
Issued 12/12/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2002
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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