Unclaimed
Blair Richard Petersen is a financial advisor who has been in the industry since April 12, 1993. Blair is currently registered with First Trust Portfolios LP, a firm based in Austin, Texas. Blair has a variety of licenses and certifications, including Series 63, Series 24, Series 6TO, SIE, and Series 7. Blair is also registered in Illinois and Texas.
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.
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.
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2
TX
04/13/1993 - Present
First Trust Portfolios LP (Austin TX)
BC
Issued 03/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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