Peter J. Eisenrich
Professional summary
Peter James Eisenrich is a registered financial professional currently at GRANT WILLIAMS L.P. located in Philadelphia, Pennsylvania.
Peter is registered as a RR (Registered Representative) and started their career in finance in 1999. Peter has worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Peter James Eisenrich's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 17, 2018 - Present
GRANT WILLIAMS L.P.
Office #1: 1650 Market Street 53rd Floor, Philadelphia, PA 19103October 17, 2016 - April 20, 2017
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
October 17, 2016 - April 20, 2017
G.F. INVESTMENT SERVICES, LLC
April 15, 2010 - April 4, 2016
CURIAN CAPITAL, LLC
April 15, 2010 - April 4, 2016
CURIAN CLEARING, LLC
August 16, 2005 - November 20, 2009
WELLS FARGO INVESTMENTS, LLC
August 3, 2005 - November 20, 2009
WELLS FARGO INVESTMENTS, LLC
April 1, 1999 - August 21, 2003
THE PORTOLA GROUP INC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/17/2018)
Exams
FINRA
Current Firm
GRANT WILLIAMS L.P.
CRD#: 45961 / SEC#: , 8-51249
Contact information
FINRA licenses (20 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PORTFOLIO SOLUTIONS LLC | SHAREHOLDER | |
| GRANT, STEVEN TAYLOR | PRESIDENT, CEO, CCO, CFO | 826826 |
| GRW, INC. | GENERAL PARTNER |
Disclosures
| Regulatory Event | 2 |
Red Flags
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