Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeretha? Claim Your ProfileJeretha Peters is a financial advisor at Wells Fargo Clearing Services, LLC. Jeretha has been in the financial services industry since 2001, working with both individuals and institutions. Her experience spans multiple firms including SunTrust Investment Services, Inc. and SunTrust Advisory Services. She is a registered representative in several states and holds the Series 66, Series 7, Series 10, and Series 9 securities licenses. In addition to providing investment advice and portfolio management, Jeretha also offers financial planning and selection of other advisors. She has a strong commitment to helping clients achieve their financial goals.
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
GA
07/19/2024 - Present
Wells Fargo Clearing Services, LLC (DULUTH GA)
GA
07/13/2001 - 09/20/2017
SUNTRUST INVESTMENT SERVICES, INC. (ALBANY GA)
BOTH
Issued 10/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/31/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2001
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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