Peter C. Canale, Cfp®
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Peter C. Canale, Cfp® Email & Phone Number

Private Client Advisor at JPMorgan Wealth Management at J.P. Morgan
Location: Bronx, New York, United States 4 work roles 2 schools
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Current company
Role
Private Client Advisor at JPMorgan Wealth Management
Location
Bronx, New York, United States
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Who is Peter C. Canale, Cfp®? Overview

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Peter C. Canale, Cfp® is listed as Private Client Advisor at JPMorgan Wealth Management at J.P. Morgan, a with 59438 employees, based in Bronx, New York, United States. AeroLeads shows a matched LinkedIn profile for Peter C. Canale, Cfp®.

Peter C. Canale, Cfp® previously worked as Private Client Advisor at J.P. Morgan and Vice President Financial Consultant at Santander Investment Services. Peter C. Canale, Cfp® holds Ba, Economics from State University Of New York At Albany.

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J.P. Morgan

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About Peter C. Canale, Cfp®

Peter C. Canale, Cfp® is a Private Client Advisor at JPMorgan Wealth Management at J.P. Morgan.

Current workplace

Peter C. Canale, Cfp®'s current company

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J.P. Morgan
J.P. Morgan
Private Client Advisor at JPMorgan Wealth Management
new york, new york, united states
Website
Employees
59438
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4 roles

Peter C. Canale, Cfp® work experience

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Private Client Advisor

Current

Bronx, Ny

Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information or Messages That Require Immediate Attention. J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUEJPMC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to the following disclosures: http://www.jpmorgan.com/pages/disclosures/email. The opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategies described may not be suitable for all investors, nor should it be relied upon as investment advice, guidance or a recommendation to purchase, hold or sell any investment or strategy. JPMC will not accept any orders via LinkedIn or its messaging systems. JPMC does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or posts are not indications of future results. Additional important information: https://www.chase.com/personal/investments/important-information-linkedin© 2023 JPMorgan Chase & Co. All rights reserved

Jan 2020 - Present

Vice President Financial Consultant

Santander Investment Services

1416 East Ave, Bronx, Ny 10462

Securities and advisory services are offered through Santander Investment Services, a division of Santander Securities LLC. Santander Securities LLC is a registered broker-dealer, Member FINRA and SIPC and a registered Investment Adviser. Insurance offered through Santander Securities LLC or its affiliates. NOT FDIC INSURED| NOT BANK GUARANTEED| MAY LOSE VALUE| NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY| NOT A BANK DEPOSITThis communication is strictly intended for individuals residing in the state of NY and NJ. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment product and services.

Jun 2017 - Dec 2019

Registered Principal

New York, Ny

I am an Registered Principal with MassMutual Financial Group. I help ensure our financial professionals conduct their business in an ethical manner and in compliance with the regulations that apply to our business.I am licensed to sell insurance in NY and securities in NY and CA. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address 250 Pehle Avenue, Suite 405, Saddle Brook NJ 07663, 973-237-0100. MassMutual Financial Group is a marketing designation for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliates and sales representatives.

May 2004 - Jun 2017

Relationship Manager

Jersey City, Nj

Provided direct assistance to customers to help meet their investment objectives along with identifying suitable funds, even without face-to-face interaction. Worked as a relationship manager on Alger's retirement products, annuities, and no-load fund. Ensured accomplishment of the company goals through establishment of short- and long-term customized comprehensive financial tactics. Notable Accomplishments:Spearheaded the team in obtaining the #1 ranking for Dalbar Intermediary Financial Services Award for three consecutive years, from 2002 to 2004.Rendered outstanding customer service, which resulted to the receipt of excellent superior customer service satisfaction scores for 12 consecutive quarters.

Jan 2000 - May 2004
Team & coworkers

Colleagues at J.P. Morgan

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2 education records

Peter C. Canale, Cfp® education

Education record

Fordham Preparatory School
FAQ

Frequently asked questions about Peter C. Canale, Cfp®

Quick answers generated from the profile data available on this page.

What company does Peter C. Canale, Cfp® work for?

Peter C. Canale, Cfp® works for J.P. Morgan.

What is Peter C. Canale, Cfp®'s role at J.P. Morgan?

Peter C. Canale, Cfp® is listed as Private Client Advisor at JPMorgan Wealth Management at J.P. Morgan.

Where is Peter C. Canale, Cfp® based?

Peter C. Canale, Cfp® is based in Bronx, New York, United States while working with J.P. Morgan.

What companies has Peter C. Canale, Cfp® worked for?

Peter C. Canale, Cfp® has worked for J.P. Morgan, Santander Investment Services, Massmutual Financial Group, and Fred Alger Management, Inc..

Who are Peter C. Canale, Cfp®'s colleagues at J.P. Morgan?

Peter C. Canale, Cfp®'s colleagues at J.P. Morgan include Gang Heo, Sireerham Srinivasan, Paul Smith, Lanna Silva, and Eric Reimer.

How can I contact Peter C. Canale, Cfp®?

You can use AeroLeads to view verified contact signals for Peter C. Canale, Cfp® at J.P. Morgan, including work email, phone, and LinkedIn data when available.

What schools did Peter C. Canale, Cfp® attend?

Peter C. Canale, Cfp® holds Ba, Economics from State University Of New York At Albany.

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