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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Matthew Peterson is a financial advisor with Fidelity Personal and Workplace Advisors. Joseph is a Certified Financial Planner and has been in the industry since 2022. Joseph is registered to provide investment advice in 13 states, including California, Florida, Georgia, Kansas, Massachusetts, North Carolina, South Carolina, Tennessee, Texas, and Virginia. Joseph is also a registered investment advisor in North Carolina and Texas. Joseph specializes in providing financial advice to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and other businesses. Joseph has worked as a financial advisor for Fidelity Investments and PNC Bank. Before joining Fidelity Investments, Joseph worked for Robert Morris University in Moon Township, Pennsylvania and U Pick 6 Harbor House in Erie, Pennsylvania.
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.
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.
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.
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2
NC
05/10/2022 - Present
Fidelity Personal AND Workplace Advisors (RALEIGH NC)
BOTH
Issued 04/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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