Unclaimed
Joseph Allen Peterson is a financial advisor with Fidelity Brokerage Services LLC. Joseph is licensed to provide securities and investment advisory services in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. Joseph passed the Securities Industry Essentials Exam, the General Securities Representative Examination and the Uniform Securities Agent State Law Examination. Joseph is located at 4601 Touchton Rd East, Bldg 400 in Jacksonville, Florida.
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.
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.
1
2
FL
05/26/2022 - Present
Fidelity Brokerage Services LLC (JACKSONVILLE FL)
BC
Issued 06/03/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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