Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Peters is a financial advisor with Robert W. Baird & Co. Inc. located in Grand Rapids, MI. Eric has been in the financial services industry since 1981. Eric has experience with individual clients, corporations, and institutions. Eric is also registered as an Investment Advisor Representative in Florida, Illinois, and Michigan.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
MI
01/29/2010 - Present
Robert W. Baird & Co. Inc. (Grand Rapids MI)
NJ
08/24/1993 - 06/04/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
07/31/1993 - 09/10/1993
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
01/16/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
08/25/1989 - 01/08/1991
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NY
11/21/1981 - 08/25/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
IA
Issued 10/19/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/02/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Eric Peters is the right advisor for you? Invested Better is here to help.
