Unclaimed
Christine Deanne Peterson is a financial advisor with over 20 years of experience in the industry. Christine is registered with Cetera Investment Advisers LLC, which provides a wide range of financial services including financial planning, portfolio management, and investment advisory services. Christine is also registered as an investment advisor representative in Minnesota and Texas. Previously, Christine was with Raymond James Financial Services, Inc., U.S. Bancorp Investments, Inc., Woodbury Financial Services, Inc., Allstate Financial Services, LLC, First Heartland Capital, Inc., Thrivent Investment Management Inc., and Lutheran Brotherhood Securities Corp. Christine holds Series 6, 7, 24, 63, and 65 licenses and is a SIE exam holder. Christine also has experience with a variety of client types, including individuals, families, businesses, and retirement plans.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
MN
10/04/2021 - Present
Cetera Investment Advisers LLC (Minnetonka MN)
MN
06/02/2015 - 12/11/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. LOUIS PARK MN)
MN
10/20/2010 - 11/18/2014
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
11/12/2007 - 09/29/2010
WOODBURY FINANCIAL SERVICES, INC. (WOODBURY MN)
MN
09/17/2004 - 04/30/2007
ALLSTATE FINANCIAL SERVICES, LLC (ROSEMOUNT MN)
MO
05/28/2003 - 09/02/2004
FIRST HEARTLAND CAPITAL, INC. (LAKE ST. LOUIS MO)
MN
07/01/2002 - 06/04/2003
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
01/30/1996 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 10/27/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/29/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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