Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Scot Petersen is a financial advisor with over 30 years of experience in the industry. Jeffrey is currently registered with Charles Schwab & CO., Inc. and previously worked with USAA FINANCIAL ADVISORS, INC., USAA INVESTMENT MANAGEMENT COMPANY, and AMERINATIONAL FINANCIAL SERVICES, INC.. Jeffrey is licensed to provide financial advice and services in 53 states and territories, and holds a variety of licenses and certifications, including Series 7, 63, 24, 8, 55, 9, 10, and SIE. Jeffrey specializes in providing financial planning and investment advice to individuals, families, and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
02/15/2008 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
09/10/2007 - 02/06/2008
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
10/03/2003 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)
TX
09/10/1993 - 12/31/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
11/11/1992 - 07/09/1993
AMERINATIONAL FINANCIAL SERVICES, INC.
IA
Issued 12/29/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/06/2006
Series 24 - General Securities Principal Examination
BC
Issued 11/21/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2015
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/05/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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