Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blaine? Claim Your ProfileBlaine Peterson is a financial advisor with Edward Jones, specializing in providing financial planning and investment advice for individuals, businesses, and retirement plans. Blaine has over 20 years of experience in the financial services industry, starting with Waddell & Reed, Inc., then PrimeVest Financial Services, Inc. and Morgan Stanley before joining Edward Jones in 2016. Blaine is registered to offer securities and investment advisory services in multiple states and holds the Series 6, 7, 63 and 65 licenses.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
WA
01/28/2016 - Present
Edward Jones (WASHOUGAL WA)
WA
05/25/2012 - 01/20/2016
MORGAN STANLEY (VANCOUVER WA)
WA
01/05/2007 - 04/30/2012
PRIMEVEST FINANCIAL SERVICES, INC. (VANCOUVER WA)
WA
03/26/2004 - 01/08/2007
WADDELL & REED, INC. (VANCOUVER WA)
IA
Issued 04/22/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/25/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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