Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Mitchell Peteuil is a financial advisor with over 25 years of experience in the industry. Jon is currently registered with LPL Financial LLC in Arizona and Texas. Jon has previously held registrations with several other firms, including Woodbury Financial Services, Inc., Questar Capital Corporation, Royal Alliance Associates, Inc., Prime Capital Services, Inc., and Prudential Securities Incorporated. Jon holds the Series 7, Series 63, and Series 65 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.
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
AZ
10/15/2024 - Present
LPL Financial LLC (PHOENIX AZ)
AZ
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (PHOENIX AZ)
AZ
05/07/2003 - 03/01/2019
QUESTAR CAPITAL CORPORATION (PHOENIX AZ)
AZ
12/09/2002 - 05/21/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
04/27/2001 - 12/02/2002
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
NY
12/22/1998 - 04/27/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 12/17/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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