Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Edward Peterson is a financial advisor registered with Raymond James & Associates, Inc. Donald has been in the financial services industry since January 6, 2004. Donald has a wide range of experience with providing financial advice to a variety of clients, including high-net-worth individuals, corporations, and pension plans. Donald's primary business is provided through Raymond James, but also owns interests in several real estate rental businesses. Donald is registered with the state of Florida and holds several industry licenses, including Series 7, 50, 53, 54, 63, and SIE.
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.
Please see note in schedule d - miscellaneous
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
FL
05/02/2011 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
TN
01/06/2004 - 04/11/2011
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BC
Issued 01/06/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2019
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 08/09/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 01/05/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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