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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Peterson is a financial advisor registered with Wells Fargo Clearing Services, LLC since February 2016. Jeff has been in the financial industry since 1992 and has experience working with clients in Spokane, Washington. Jeff has worked for several financial firms including Robert W. Baird & Co. Incorporated, McAdams Wright Ragen, Inc., Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, First Union Securities, Inc., Peterson & Company, Inc., and PaineWebber Incorporated. Jeff holds Series 3, 7, and 63 licenses and has earned his Series 65 license. Jeff's primary practice is serving high-net-worth individuals and families with their financial planning needs.
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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
WA
02/08/2016 - Present
Wells Fargo Clearing Services, LLC (SPOKANE WA)
WA
11/07/2014 - 02/02/2016
ROBERT W. BAIRD & CO. INCORPORATED (Spokane WA)
WA
05/11/2012 - 11/07/2014
MCADAMS WRIGHT RAGEN, INC. (SPOKANE WA)
WA
01/03/2011 - 05/15/2012
WELLS FARGO ADVISORS, LLC (SPOKANE WA)
WA
07/27/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SPOKANE WA)
MO
04/11/1994 - 07/31/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
WA
04/20/1992 - 04/15/1994
PETERSON & COMPANY, INC. (SPOKANE WA)
NJ
05/20/1992 - 02/18/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 12/07/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1995
Series 3 - National Commodity Futures Examination
BC
Issued 04/15/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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