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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Martin Peterson is a financial advisor associated with Edelman Financial Engines in PORTLAND, OR. Eric has been in the industry since 1982. Eric is a CERTIFIED FINANCIAL PLANNER® professional and has passed the Series 7, Series 6, and Series 66 exams. Prior to joining Edelman Financial Engines, Eric was affiliated with PARK AVENUE SECURITIES LLC, FRANKLIN FINANCIAL SERVICES CORPORATION, SENTRA SECURITIES CORPORATION, INTEGRATED RESOURCES EQUITY CORPORATION, and THE MUTUAL FUND STORE-PORTLAND, LLC. Eric also holds registrations in Oregon 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.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
OR
11/30/2016 - Present
Edelman Financial Engines (PORTLAND OR)
OR
01/30/2004 - 07/16/2007
PARK AVENUE SECURITIES LLC (PORTLAND OR)
TX
11/11/1991 - 03/06/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
AZ
09/22/1989 - 11/06/1991
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NA
06/17/1987 - 10/03/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
03/11/1982 - 07/07/1987
FRANKLIN FINANCIAL SERVICES CORPORATION
BOTH
Issued 01/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/03/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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