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David Ronald Petersen

Financial Services Advisory

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About David Ronald Petersen

David Ronald Petersen is an Investment Advisor Representative with Financial Services Advisory, Inc. located in Rockville, MD. David has been in the industry since 1980 and is registered with the state of Maryland. He has a strong background in financial planning and portfolio management. David specializes in providing investment advice to individuals, high-net-worth individuals, and charitable organizations.

Firm Information

David Petersen is currently registered with Financial Services Advisory. Financial Services Advisory is an investment advisory firm headquartered in Rockville, MD. The firm provides financial planning and portfolio management services to individuals, corporations, charitable organizations, and high-net-worth individuals. Financial Services Advisory manages approximately $693.7 million in assets for 1,981 clients.
Financial Services Advisory

ONE CHURCH STREET

ROCKVILLE, MD 20850

$693.70M

Assets Under Management

5

Total Clients

9

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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David Petersen’s Registration & Firm History

MD

10/25/1990 - Present

Financial Services Advisory (ROCKVILLE MD)

NA

07/03/1985 - 07/22/1989

INVESTMENT MANAGEMENT & RESEARCH, INC

NA

03/03/1981 - 07/09/1985

FSC SECURITIES CORPORATION

NA

09/29/1980 - 03/27/1981

INDEPENDENT FINANCIAL PLANNERS CORPORATION

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Licenses & Designations

IA

Issued 12/09/1991

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/27/1980

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/21/1983

Series 7 - General Securities Representative Examination

BC

Issued 09/19/1980

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Ronald Petersen.
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