Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jackson? Claim Your ProfileJackson Petersen is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jackson has been in the financial industry since January 28, 2021. Prior to joining Merrill Lynch, Jackson was a financial advisor at TD Ameritrade, Inc.. Jackson has passed the Series 63, Series 7TO, Series 65 and SIE exams. Jackson is registered as an Investment Advisor Representative in Nebraska and Texas and is registered to offer securities in Arizona, California, Colorado, Florida, Georgia, Illinois, Iowa, Kansas, Minnesota, Missouri, Nebraska, North Carolina, Oklahoma, South Dakota, Texas and Wyoming. Jackson has a history of working in the finance, retail, and construction industries. In addition to his financial advising work, Jackson is a Board Member for The Breakfast Optimist Club of Omaha.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NE
11/10/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (OMAHA NE)
NE
12/15/2020 - 07/28/2022
TD AMERITRADE, INC. (OMAHA NE)
IA
Issued 08/18/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/26/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/22/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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