Unclaimed
John Fredrik Peters is a financial professional with over 20 years of experience in the industry. John currently works at Global View Capital Management LLC, a firm that provides financial advisory services to a variety of clients. John's previous experience includes working for The Leaders Group, Inc., Lincoln Financial Advisors Corporation, National Planning Corporation, and John Hancock Distributors, Inc. John holds Series 6 and Series 63 licenses.
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.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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.
Financial planning
1
2
OH
03/28/2024 - Present
Global View Capital Management LLC (LOVELAND OH)
CO
06/10/2003 - 12/18/2012
THE LEADERS GROUP, INC. (LITTLETON CO)
IN
10/09/1999 - 12/06/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
CA
10/23/1997 - 07/20/1999
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
MA
09/09/1993 - 07/21/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
09/09/1993 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 07/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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