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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Christian Peterson is an active investment advisor representative registered in California. Brian Christian Peterson is associated with Intelligence Driven Advisers, LLC in Carlsbad, CA. Previously, Brian Christian Peterson was associated with MUTUAL OF AMERICA SECURITIES LLC and NYLIFE DISTRIBUTORS LLC. Brian Christian Peterson has passed the following exams: Series 6, Series 63, Series 65, Series 6TO and SIE.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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CA
05/19/2023 - Present
Intelligence Driven Advisers, LLC (CARLSBAD CA)
CA
02/16/2022 - 04/04/2023
MUTUAL OF AMERICA SECURITIES LLC (SAN DIEGO CA)
NJ
10/20/2008 - 11/28/2011
NYLIFE DISTRIBUTORS LLC (PARSIPPANY NJ)
IA
Issued 05/19/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/09/2022
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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