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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Peterson is an active financial advisor registered with LPL Financial LLC in Colorado Springs, CO. Deborah has been in the financial industry for over 40 years, having worked in various roles at different firms. She is a registered representative and investment advisor representative in Colorado. Deborah has a range of experience, and her expertise includes helping individuals, corporations, and other entities with their financial planning and investment needs. Deborah's primary focus is on providing personalized financial guidance and investment solutions, ensuring her clients receive the best possible service.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
07/22/2004 - Present
LPL Financial LLC (COLORADO SPRINGS CO)
MI
02/25/2004 - 07/13/2004
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
OH
04/12/2001 - 03/24/2004
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
MO
11/20/1998 - 04/30/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
MO
03/01/1989 - 12/02/1998
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
11/23/1985 - 03/20/1989
ISFA CORPORATION
NA
07/24/1985 - 11/20/1985
A. G. EDWARDS & SONS, INC.
NA
11/22/1974 - 07/16/1977
PAGEL INC.
NA
07/30/1974 - 11/22/1974
EFFRESS & GOLDMAN INC
NA
08/17/1972 - 05/26/1974
FIRST SELECTED SECURITIES, INC.
IA
Issued 12/30/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
BC
Issued 08/10/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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