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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Henry Peterson is an investment advisor representative at Captrust. John has been in the financial services industry since 1996. John has a Series 6, 7, 63 and 65 licenses. John previously worked at FORESIDE FUNDS DISTRIBUTORS LLC, IFMG SECURITIES, INC. and PAINEWEBBER INCORPORATED. John's specializations include Pension Consulting, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Businesses, Financial Planning, Selection of Other Advisers, and Publication of Periodicals. John has experience working with individuals, trusts, corporations, high net worth individuals, charitable organizations, pension and profit sharing plans, insurance companies and state or municipal government entities.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
10/22/2019 - Present
Captrust (Boston MA)
MA
10/21/2011 - 02/07/2014
FORESIDE FUNDS DISTRIBUTORS LLC (BOSTON MA)
NY
01/02/2001 - 06/13/2006
IFMG SECURITIES, INC. (PURCHASE NY)
NJ
07/31/1996 - 01/21/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 05/04/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/02/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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