Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Alan Peterson is a financial advisor with Charles Schwab & CO., Inc.. Edward has been in the industry since 2012 and holds the Series 7, Series 63 and SIE licenses. Edward has previously worked for TD Ameritrade, Inc. and Scottrade, Inc.. Edward is licensed to provide financial advice in Arizona, California, Colorado, Florida, Missouri, New Jersey, New York and Texas.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NJ
01/26/2023 - Present
Charles Schwab & CO., Inc. (Jersey City NJ)
MO
04/17/2018 - 07/29/2024
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
03/05/2012 - 04/17/2018
SCOTTRADE, INC. (ST. LOUIS MO)
BC
Issued 04/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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