Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Peters is an investment advisor representative with Ausdal Financial Partners, Inc. He is based in Bettendorf, IA. Jeffrey has been in the financial industry for over 26 years and has an active registration in Iowa. He is licensed in several states including Iowa, Arizona, California, Colorado, Florida, Illinois, Minnesota, Missouri, New York and Texas. Jeffrey is a Series 66, Series 65, Series 63, Series 31, Series 7 and Series 52 licensed representative. He previously worked at NEXT FINANCIAL GROUP, INC., COORDINATED CAPITAL SECURITIES, INC., CAMBRIDGE INVESTMENT RESEARCH, INC., FFP SECURITIES, INC., PRINCOR FINANCIAL SERVICES CORPORATION, BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC., FORTIS INVESTORS, INC., U.S. BANCORP INVESTMENTS, INC., DEAN WITTER REYNOLDS INC. and OLDE DISCOUNT CORPORATION. Jeffrey is also licensed to offer fixed insurance products from a variety of insurance companies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advice on uma platforms
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.
Revenue sharing
1
2
IA
09/04/2007 - Present
Ausdal Financial Partners, Inc. (BETTENDORF IA)
IA
10/14/2003 - 08/31/2007
NEXT FINANCIAL GROUP, INC. (BETTENDORF IA)
WI
09/30/2002 - 10/14/2003
COORDINATED CAPITAL SECURITIES, INC. (FORT ATKINSON WI)
IA
11/09/2001 - 10/08/2002
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
MO
08/18/2000 - 11/12/2001
FFP SECURITIES, INC. (CHESTERFIELD MO)
IA
04/06/1999 - 08/28/2000
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
07/31/1998 - 04/06/1999
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
MN
01/28/1998 - 08/05/1998
FORTIS INVESTORS, INC. (OAKDALE MN)
MN
07/01/1997 - 01/23/1998
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
NY
09/18/1995 - 07/11/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MI
02/16/1995 - 08/16/1995
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 03/15/2001
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/12/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 06/06/1995
Series 7 - General Securities Representative Examination
BC
Issued 02/15/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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