Peter KatsigiorgisCRD Number: 4634477
Current Firm: J.p. Morgan Securities LLC
Peter Katsigiorgis (CRD# 4634477) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Merrick, NY and has over 14 years of experience in the finance industry.
Ubs Financial Services Inc.
Axa Advisors, LLC
American Portfolios Advisors, Inc.
|J.p. Morgan Securities LLC||Merrick, NY||Oct 2012 - Current||4|
|Chase Investment Services Corp||Merrick, NY||Jan 2006 - Oct 2012||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2003|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV