Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Carsten Peterson is a financial advisor with U.S. Bancorp Investments, Inc., based in Saint Paul, Minnesota. Erik has been in the financial industry since August 2020 and holds the Series 7TO and SIE exams. Erik is registered with FINRA and has been with U.S. Bancorp Investments, Inc. since August 2020. The firm specializes in providing financial planning, portfolio management for individuals and businesses, and publication of periodicals.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
08/28/2020 - Present
U.s. Bancorp Investments, Inc. (Saint Paul MN)
BC
Issued 08/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/12/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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