Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaden? Claim Your ProfileKaden Verl Waters is a financial advisor with Peterson Wealth Advisors, LLC, located in Orem, UT. Kaden has been a registered investment advisor for over 8 years. Kaden holds the Series 7, Series 9, Series 63 and Series 66 licenses. Kaden is a Certified Financial Planner. The firm specializes in financial planning, portfolio management for businesses and individuals. The firm manages over $567 million in assets for over 1,588 clients.
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.
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.
A percentage of the total value of assets under management is charged.
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UT
03/17/2023 - Present
Peterson Wealth Advisors, LLC (OREM UT)
UT
03/28/2015 - 02/27/2023
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 09/07/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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