Unclaimed
Erin Peterson is a financial advisor with Fidelity Brokerage Services LLC. Erin has been working in the financial industry for over 20 years and has a broad range of experience in helping clients meet their financial goals. Erin holds the Series 7, 6, and 63 licenses and is registered to conduct business in thirteen states. Erin's primary office is in San Francisco, CA.
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.
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.
1
2
CA
12/09/2020 - Present
Fidelity Brokerage Services LLC (SAN FRANCISCO CA)
AZ
08/28/2003 - 11/23/2020
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 09/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Erin Peterson is the right advisor for you? Invested Better is here to help.