Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edwin? Claim Your ProfileEdwin Peters is a financial advisor with over 40 years of experience in the financial industry. Edwin is a partner at Financial Strategies, LLC and has been providing financial advice to clients in Alabama, Texas, and other states for over two decades. Edwin holds various licenses and certifications including Series 6, 7, and 63, and is a Chartered Financial Consultant. Edwin currently provides investment advisory services through Kestra Advisory Services, LLC. In addition to his work with Kestra Advisory Services, LLC, Edwin also provides registered representative services through Kestra Investment Services, LLC using a DBA name, Peters Financial LLC.
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
07/26/2023 - Present
Kestra Advisory Services, LLC (MOBILE AL)
AZ
01/31/1997 - 09/14/2000
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
GA
07/27/1993 - 01/31/1997
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
AZ
11/19/1989 - 07/26/1993
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
01/17/1984 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
09/09/1983 - 08/25/1986
JOHN HANCOCK DISTRIBUTORS, INC.
BC
Issued 03/26/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 09/07/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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