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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 Robert Peterson is a financial advisor with Ameriprise Financial Services, LLC, located in Boca Raton, FL. Eric has been in the financial services industry for over 10 years. Eric holds Series 6, 7, 63 and 66 securities licenses, and is registered in 18 states, including Florida and Texas. In addition to providing investment advice, Eric is also a registered investment advisor in Florida and Texas. Eric has a strong background in financial planning and portfolio management, and has helped a wide range of clients achieve their financial goals. Prior to joining Ameriprise, Eric worked for Northwestern Mutual Investment Services, 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.
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.
Asset allocation services
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
FL
06/05/2023 - Present
Ameriprise Financial Services, LLC (Boca Raton FL)
FL
01/23/2017 - 06/06/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BOCA RATON FL)
BOTH
Issued 03/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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