Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you E? Claim Your ProfileE Lee Peters is a Registered Representative and Investment Advisor Representative with Kestra Advisory Services, LLC, a firm headquartered in Austin, Texas. E Lee Peters has been working in the financial industry since December 4, 2016, and is registered with the state of Alabama. E Lee Peters has been with Kestra Advisory Services, LLC since September 9, 2019. Prior to joining Kestra Advisory Services, LLC, E Lee Peters was employed by Kestra Investment Services, LLC. E Lee Peters specializes in providing financial advice to individuals, businesses, and high-net-worth individuals. Kestra Advisory Services, LLC offers a wide range of financial planning services, including investment management, retirement planning, college savings planning, and estate planning. E Lee Peters is committed to providing personalized service to each of their clients and helping them achieve their financial goals.
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.
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.
1
2
AL
09/09/2019 - Present
Kestra Advisory Services, LLC (Mobile AL)
TX
06/13/2016 - 02/15/2017
KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)
BOTH
Issued 08/21/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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