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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Georgette? Claim Your ProfileGeorgette Carla Peterson is a financial advisor with over 18 years of experience in the industry. Georgette Carla Peterson is currently registered with Sage, Rutty & CO., Inc. in Rochester, NY. Prior to joining Sage, Rutty & CO., Inc., Georgette Carla Peterson was affiliated with Commonwealth Financial Network, Lincoln Financial Advisors Corporation, MML Investors Services, LLC, ESL Investment Services, LLC, LPL Financial LLC, and Thrivent Investment Management Inc. Georgette Carla Peterson holds the Series 7 and Series 66 licenses, as well as the SIE exam. Georgette Carla Peterson's areas of expertise include financial planning, portfolio management for individuals, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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NY
09/09/2024 - Present
Sage, Rutty & CO., Inc. (ROCHESTER NY)
NY
10/31/2019 - 08/26/2024
COMMONWEALTH FINANCIAL NETWORK (Fairport NY)
NY
04/12/2017 - 11/05/2019
LINCOLN FINANCIAL ADVISORS CORPORATION (ROCHESTER NY)
NY
07/03/2012 - 04/11/2017
MML INVESTORS SERVICES, LLC (ROCHESTER NY)
NY
09/20/2011 - 10/26/2011
ESL INVESTMENT SERVICES, LLC (WEBSTER NY)
NY
09/09/2011 - 10/26/2011
LPL FINANCIAL LLC (WEBSTER NY)
NY
01/24/2005 - 03/04/2011
THRIVENT INVESTMENT MANAGEMENT INC. (FAIRPORT NY)
BOTH
Issued 12/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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