Unclaimed
Jerry Petersen is a registered representative with FBL Marketing Services, LLC. Jerry has been working in the financial services industry since March 9, 1997. Jerry has a Series 6, 7, and 63 license and is registered with the states of Idaho, Utah, and Wyoming. Jerry was previously employed by Fidelity Brokerage Services, Inc. in Smithfield, Rhode Island.
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.
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.
1
2
ID
02/04/2000 - Present
FBL Marketing Services, LLC (Idaho Falls ID)
RI
08/30/1996 - 07/26/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 07/31/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/29/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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