Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Edward Peterson is an investment advisor representative with State Farm Investment Management Corp. with a branch office located in Havana, IL. Joshua has been in the financial services industry since August 10, 2009. Joshua holds the following licenses: Series 6, Series 63, and Series 65. Joshua is registered as an Investment Adviser Representative in Illinois. Joshua also owns and operates Joshua Peterson's Insurance Agency.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
IL
12/13/2019 - Present
State Farm Investment Management Corp. (Havana IL)
IL
03/03/2008 - 07/05/2017
COUNTRY CAPITAL MANAGEMENT COMPANY (MASON CITY IL)
IA
Issued 12/13/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/29/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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