Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Kay Sand Peterson is a financial advisor with Cetera Investment Advisers LLC. Jessica has over 20 years of experience in the financial services industry. Jessica specializes in providing financial planning and investment management services to individuals, businesses, and institutions. Jessica is registered with the state of Minnesota.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
A percentage of the total value of assets under management is charged.
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MN
08/10/2023 - Present
Cetera Investment Advisers LLC (ST PAUL MN)
MN
10/05/2020 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
MN
10/05/2020 - 11/08/2021
CRI SECURITIES, LLC (ST PAUL MN)
MN
08/19/2019 - 01/22/2020
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
MN
11/06/2012 - 07/15/2019
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
MN
09/29/2011 - 08/15/2012
ALLIANZ LIFE FINANCIAL SERVICES, LLC (GOLDEN VALLEY MN)
MN
01/08/2008 - 08/29/2011
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
MN
10/30/2003 - 12/04/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MINNEAPOLIS MN)
NY
05/20/2002 - 08/21/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
BOTH
Issued 8/16/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/2/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/25/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 6/18/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/17/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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