Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Wollny is a financial advisor with J.P. Morgan Securities LLC. Peter has been in the industry since 2023. Peter has obtained both the Series 79TO and the SIE exams in addition to the Series 63. Peter is licensed to provide financial services in 53 states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. The main office for J.P. Morgan Securities LLC is located in New York, NY. J.P. Morgan Securities LLC provides services for clients including pension consulting, financial planning, and selection of other advisors. J.P. Morgan Securities LLC also provides portfolio management services to individuals and businesses.
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
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2
MA
04/26/2023 - Present
J.p. Morgan Securities LLC (BOSTON MA)
BC
Issued 06/15/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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