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Charles Peterson

Equity Services, Inc.

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About Charles Peterson

Charles Peterson is an active investment advisor representative with Equity Services, Inc. Charles holds Series 63, 65 and Series 6TO licenses. Charles is also licensed to sell insurance under the DBA Pilton Insurance Group and Financial Services. He provides financial planning and portfolio management services for individuals and pension consulting services. Charles has been in the industry for over 20 years and has extensive experience in the financial services industry. Charles is dedicated to helping clients achieve their financial goals.

Firm Information

Charles Peterson is currently registered with Equity Services, Inc.. Equity Services, Inc. is a Vermont-based corporation founded in 1968. The firm provides financial planning, pension consulting, and educational seminars. They also offer portfolio management services for individuals and select other advisors. Equity Services, Inc. manages over $2 billion in assets for a variety of clients, including individuals, high-net-worth individuals, charitable organizations, corporations, and pension plans. The firm is registered with the SEC and in all 50 states.
Equity Services, Inc.

ONE NATIONAL LIFE DRIVE

MONTPELIER, VT 05604

$2.12B

Assets Under Management

204

Total Clients

615

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charles Peterson’s Registration & Firm History

PA

10/25/2023 - Present

Equity Services, Inc. (MEDIA PA)

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Licenses & Designations

IA

Issued 10/18/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/07/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/21/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/07/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Peterson.
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