Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik John Peterson is an investment advisor representative with Planmember Securities Corp. and CS Planning Corp. Erik has been working in the financial services industry since 1996. Erik is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Erik has Series 6, 7, 63, and 65 licenses as well as the SIE exam. Erik also has a business with Erik Peterson Orchards.
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.
Provides investment supervisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WA
04/12/2000 - Present
Planmember Securities Corp. (East Wenatchee WA)
UT
07/28/1999 - 11/30/1999
PACIFIC HARBOR SECURITIES, INC. (HIGHLAND UT)
IA
07/23/1996 - 01/09/1998
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 12/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/20/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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