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Daniel Joseph Peterson

Franklin Distributors, LLC

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About Daniel Joseph Peterson

Daniel Joseph Peterson is a financial professional with over 30 years of experience in the financial services industry. He is currently registered with Franklin Distributors, LLC, and holds the Series 6, 7, and SIE licenses, along with the Series 63 state exam. Daniel's previous experience includes roles with Franklin Templeton Financial Services Corp., Franklin/Templeton Distributors, Inc., Kemper Distributors, Inc., and Kemper Financial Services, Inc. Daniel is registered in multiple states including California, Colorado, Connecticut, Delaware, Florida, Illinois, Indiana, Iowa, Kansas, Massachusetts, Missouri, and New York.

Firm Information

Daniel Peterson is currently registered with Franklin Distributors, LLC. Franklin Distributors, LLC is a Limited Liability Company formed in December 2000. It is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

369

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.

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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Daniel Peterson’s Registration & Firm History

FL

07/07/2021 - Present

Franklin Distributors, LLC (St. Petersburg FL)

CA

09/20/2019 - 07/07/2021

FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (SAN MATEO CA)

CA

02/05/2001 - 07/07/2021

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)

IL

02/01/1995 - 01/25/2001

KEMPER DISTRIBUTORS, INC. (CHICAGO IL)

NA

07/25/1991 - 02/01/1995

KEMPER FINANCIAL SERVICES, INC.

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Licenses & Designations

BC

Issued 08/28/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/24/1995

Series 7 - General Securities Representative Examination

BC

Issued 09/14/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Joseph Peterson.
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