Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Nancy Peterson is a financial advisor who is registered with J.P. Morgan Institutional Investments Inc. and has been in the industry for over 30 years. Catherine is licensed to sell securities in New York, New Jersey, North Carolina, and Texas. Catherine has a Series 6, 26, and 63 license. She has been with J.P. Morgan Institutional Investments Inc. since January 2011. Prior to that, she worked at JPMORGAN DISTRIBUTION SERVICES, INC. and ALLIANCEBERNSTEIN INVESTMENTS, INC.
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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NY
01/03/2011 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
NY
01/03/2011 - 01/03/2011
JPMORGAN DISTRIBUTION SERVICES, INC. (NEW YORK NY)
NY
10/08/1990 - 12/09/2010
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)
BC
Issued 01/24/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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