Unclaimed
Christopher David Petersen is a financial advisor with Edward Jones. He is a registered representative with the firm and holds Series 7, 9, 10, 24, and 66 licenses. Christopher has been in the financial industry since 2005 and has worked for Edward Jones since 2007. His areas of focus include financial planning, portfolio management for individuals and businesses, and selection of other advisors. In addition to working with Edward Jones, Christopher also owns and operates an automotive business.
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.
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.
See schedule d - miscellaneous
1
2
MO
03/26/2024 - Present
Edward Jones (ST LOUIS MO)
MI
02/16/2006 - 09/05/2007
CHASE INVESTMENT SERVICES CORP. (WYOMING MI)
MN
01/25/2005 - 01/19/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
01/25/2005 - 01/19/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/21/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/28/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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