Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Peterson is a financial advisor who has been working in the industry since 2001. Donald is currently registered with Fuse Partners, LLC in Texas and is also registered in California, Colorado, Iowa, Kansas, and Texas as an Investment Advisor Representative. Donald has previously worked with LPL Financial LLC and Securian Financial Services, Inc. Donald has passed the Series 7, Series 63, Series 65, and SIE exams. Donald specializes in providing financial planning, pension consulting, and portfolio management for businesses and individuals.
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.
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.
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2
TX
01/10/2024 - Present
Fuse Partners, LLC (DALLAS TX)
TX
09/30/2013 - 06/29/2022
LPL FINANCIAL LLC (DALLAS TX)
TX
02/10/2010 - 10/02/2013
SECURIAN FINANCIAL SERVICES, INC. (DALLAS TX)
SD
06/20/2001 - 02/03/2010
PRINCOR FINANCIAL SERVICES CORPORATION (SIOUX FALLS SD)
IA
Issued 05/12/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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