Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Dale Peterson is a financial advisor with over 23 years of experience in the industry. Kevin Dale Peterson is a registered representative of Coldstream Wealth Management and holds a Series 6, 7, and 63 license. He also holds the designation of Chartered Financial Consultant. Kevin Dale Peterson has experience in providing financial planning, portfolio management, and pension consulting services to a variety of clients. Kevin Dale Peterson specializes in working with high-net-worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Project by project basis
1
2
WA
11/08/2023 - Present
Coldstream Wealth Management (Kirkland WA)
WA
09/12/2000 - 11/07/2023
NYLIFE SECURITIES LLC (KIRKLAND WA)
IA
Issued 01/10/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/11/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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