Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Peterson is a financial advisor registered with Evercore Group LLC. Ian has over 4 years of experience in the financial services industry, holding Series 7, 63, SIE, and 87 licenses. Ian's background includes previous experience with Raymond James & Associates, Inc. and Franklin/Templeton Distributors, Inc. Ian is registered to provide investment advice in 37 states and the District of Columbia.
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
03/02/2022 - Present
Evercore Group LLC (SAN FRANCISCO CA)
CA
07/16/2019 - 03/11/2022
RAYMOND JAMES & ASSOCIATES, INC. (SAN FRANCISCO CA)
CA
09/13/2018 - 07/03/2019
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (RANCHO CORDOVA CA)
BC
Issued 10/05/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2022
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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