Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kendra? Claim Your ProfileKendra Nicole Peterson is a registered representative and investment advisor representative with Avantax Advisory Services. Kendra is a licensed professional with several years of experience in the financial services industry. Kendra has held positions at Pruco Securities, LLC., Avantax Investment Services, Inc., Avantax Insurance Agency, LLC, and Taatjes Financial Group. Kendra has a strong understanding of the financial markets and a commitment to providing clients with personalized advice and guidance.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MN
03/14/2022 - Present
Avantax Advisory Services (Willmar MN)
MN
11/10/2016 - 01/17/2019
PRUCO SECURITIES, LLC. (ST. LOUIS PARK MN)
IA
Issued 03/11/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kendra Peterson is the right advisor for you? Invested Better is here to help.
