linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeffrey Paul Peterson

Northland Securities, Inc.

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

About Jeffrey Paul Peterson

Jeffrey Peterson is a financial professional with over 20 years of experience in the industry. Jeffrey is currently registered with Northland Securities, Inc. He is a Series 7, 24, 62, 63 and SIE licensed professional. Jeffrey has previously worked at CRAIG-HALLUM CAPITAL GROUP LLC. Jeffrey is registered in 16 states.

Firm Information

Jeffrey Peterson is currently registered with Northland Securities, Inc.. Northland Securities, Inc. is a Minneapolis, Minnesota-based corporation, formed in September 1995. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. It also offers research services. Northland Securities, Inc. manages over $236 million in regulatory assets for 826 total accounts.
Northland Securities, Inc.

150 SOUTH 5TH STREET

MINNEAPOLIS, MN 55402

$236.67M

Assets Under Management

117

Total Clients

86

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

research services

Research services

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Negotiated

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

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.

Jeffrey Peterson’s Registration & Firm History

MN

02/09/2010 - Present

Northland Securities, Inc. (MINNEAPOLIS MN)

MN

01/01/2004 - 02/04/2010

CRAIG-HALLUM CAPITAL GROUP LLC (MINNEAPOLIS MN)

Not sure if Jeffrey Paul Peterson is right for you?

Licenses & Designations

BC

Issued 01/13/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/18/2010

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/2010

Series 7 - General Securities Representative Examination

BC

Issued 12/23/2003

Series 62 - Corporate Securities Limited Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jeffrey Paul Peterson.
Not sure if Jeffrey Paul Peterson is right for you?