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Jenee C Peters

Imprint Wealth LLC

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About Jenee C Peters

Jenee C. Peters is an Investment Advisor Representative associated with Imprint Wealth LLC. Jenee has been working in the financial industry since 2004. Jenee has experience with Oppenheimer & Co. Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wachovia Securities, LLC. Jenee's current registrations include the Series 65, Series 63 and Series 7 exams. Jenee also holds the SIE exam. Jenee's firm specializes in portfolio management for individuals, businesses, and charitable organizations. Jenee is also able to provide financial planning services and selection of other advisors.

Firm Information

Jenee Peters is currently registered with Imprint Wealth LLC. Imprint Wealth LLC is a registered investment advisor located in Mount Pleasant, SC. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Imprint Wealth manages approximately $709 million in assets for 2,142 clients, including high-net-worth individuals, corporations, and charitable organizations.
Imprint Wealth LLC

75 PORT CITY LANDING

MOUNT PLEASANT, SC 29464

$709.09M

Assets Under Management

15

Total Clients

10

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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fixed fees

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

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percentage of assets

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

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Jenee Peters’s Registration & Firm History

FL

06/27/2024 - Present

Imprint Wealth LLC (Naples FL)

FL

08/16/2010 - 06/01/2016

OPPENHEIMER & CO. INC. (TAMPA FL)

OH

11/21/2008 - 08/26/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORTH OLMSTED OH)

OH

02/16/2004 - 11/24/2008

WACHOVIA SECURITIES, LLC (WESTLAKE OH)

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Licenses & Designations

IA

Issued 09/15/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/27/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/01/2016

SIE - Securities Industry Essentials Examination

BC

Issued 02/13/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 5 public disclosures for Jenee C Peters. Review regulatory record here.
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