Unclaimed
Brandon Peterson is a financial advisor who works at First Command Advisory Services. Brandon has been in the industry since 2024 and is currently registered in North Carolina, South Carolina, and Texas. Brandon holds Series 63 and 65 licenses, as well as Series 6 and SIE. The firm specializes in financial planning and portfolio management. Brandon has been working for First Command since 2023, but also has prior experience with the United States Air Force.
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.
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.
1
2
SC
11/14/2024 - Present
First Command Advisory Services (Rock Hill SC)
IA
Issued 07/12/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/01/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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