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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Peterson is a financial advisor at Mutual Advisors, LLC. Kenneth has been in the industry for over 30 years and has a wide range of experience in the financial services industry. Kenneth is a Certified Financial Planner and holds the Series 63, 65, 7, 8, and 24 licenses. Kenneth specializes in retirement planning, investment management, and estate planning.
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.
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.
Hourly consulting
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
NV
02/29/2024 - Present
Mutual Advisors, LLC (Reno NV)
CA
02/08/2006 - 04/26/2016
RP CAPITAL LLC (WOODSIDE CA)
RI
09/10/1991 - 04/12/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
CA
06/27/1991 - 09/24/1991
WEALTH RESOURCE CAPITAL CORPORATION (NEWPORT BEACH CA)
CA
04/26/1991 - 07/17/1991
FOOTHILL SECURITIES, INC. (SANTA CLARA CA)
NA
05/03/1988 - 04/26/1991
STRATEGIC EQUITIES CORPORATION
NA
04/23/1986 - 05/23/1988
L.R. PEGRAM SECURITIES CORPORATION
IA
Issued 11/19/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 07/10/1990
Series 24 - General Securities Principal Examination
BC
Issued 04/26/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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