Invested Better
Unclaimed

Unclaimed

Unclaimed

Jamie Channing Peterson

Saybrus Equity Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jamie? Claim Your Profile

About Jamie Channing Peterson

Jamie Channing Peterson is a financial advisor with over 11 years of experience in the financial services industry. Jamie is currently registered with Saybrus Equity Services, LLC and holds Series 7 and Series 66 licenses. Jamie has previously held positions at Royal Alliance Associates, Inc., and Signator Investors, Inc. Jamie is a licensed advisor in Minnesota, North Dakota, and South Dakota.

Firm Information

Jamie Peterson is currently registered with Saybrus Equity Services, LLC. Saybrus Equity Services, LLC is a Limited Liability Company formed in October 2018. They are registered to conduct business in all 50 states and the District of Columbia, and have one SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jamie Peterson’s Registration & Firm History

CT

07/17/2013 - Present

Saybrus Equity Services, LLC (SOUTHINGTON CT)

MN

05/08/2012 - 08/20/2013

ROYAL ALLIANCE ASSOCIATES, INC. (MAPLE GROVE MN)

MN

06/15/2011 - 04/24/2012

SIGNATOR INVESTORS, INC. (MAPLE GROVE MN)

Not sure if Jamie Channing Peterson is right for you?

Licenses & Designations

BOTH

Issued 04/24/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/13/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Jamie Channing Peterson. Review regulatory record here.
Not sure if Jamie Channing Peterson is right for you?