Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Martin Peters is a financial advisor with over 17 years of experience in the financial services industry. Eric is currently registered with Osaic Wealth, Inc. in Scottsdale, Arizona. Eric has held several other positions with firms including Triad Advisors LLC, Securities America, Inc., Woodbury Financial Services, Inc., FSC Securities Corporation, SagePoint Financial, Inc., and TD Ameritrade, Inc. Eric holds several licenses and certifications including Series 66, Series 4, Series 24, Series 7 and SIE. Eric specializes in financial planning, pension consulting, educational seminars, selection of other advisors, 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
AZ
03/02/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
03/02/2023 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
03/02/2023 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
03/02/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
03/02/2023 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
03/01/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
NE
04/22/2006 - 08/09/2022
TD AMERITRADE, INC. (OMAHA NE)
NE
12/20/2017 - 04/20/2020
TD AMERITRADE CLEARING, INC. (OMAHA NE)
NE
01/06/2014 - 06/26/2017
TD AMERITRADE CLEARING, INC. (OMAHA NE)
NE
08/25/2005 - 04/22/2006
AMERITRADE, INC. (BELLEVUE NE)
BOTH
Issued 09/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2013
Series 4 - Registered Options Principal Examination
BC
Issued 12/09/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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