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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Eric Peterson is a financial advisor who has been in the industry since August 2005. Jon is currently registered with LPL Financial LLC and has branch office locations in Fargo, North Dakota. Jon has previously been registered with WADDELL & REED and THRIVENT INVESTMENT MANAGEMENT INC. Jon is licensed to provide financial advice in 26 states. Jon specializes in a wide range of financial services including financial planning, portfolio management, and educational seminars. Jon is a dedicated professional who is committed 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.
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.
Consulting and other non-discretionary advisory services
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.
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2
ND
07/21/2021 - Present
LPL Financial LLC (FARGO ND)
ND
01/11/2010 - 07/21/2021
WADDELL & REED (FARGO ND)
MN
08/24/2005 - 01/14/2010
THRIVENT INVESTMENT MANAGEMENT INC. (MOORHEAD MN)
BOTH
Issued 10/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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