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Kim Maresh Petersen

Checchi Capital Advisers, LLC

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About Kim Maresh Petersen

Kim Maresh Petersen is an investment advisor representative with Checchi Capital Advisers, LLC. Kim has been in the financial services industry for over 20 years and is a licensed investment advisor in Texas. Kim has a Series 65 and Series 63 license, and has previously held Series 7 and Series 2 licenses. Kim has experience working with various clients, including high-net-worth individuals, charitable organizations, and pooled investment vehicles. Kim is also a member of the board of directors for two organizations, EDEN Grow Systems and Feed the Future Foundation.

Firm Information

Kim Petersen is currently registered with Checchi Capital Advisers, LLC. Checchi Capital Advisers, LLC is a Beverly Hills, CA-based investment advisor with approximately $1.9 billion in regulatory assets under management. The firm provides portfolio management for individuals, businesses, and pooled investment vehicles. They serve a variety of clients, including high-net-worth individuals, insurance companies, charitable organizations, other investment advisors, and corporations.
Checchi Capital Advisers, LLC

9720 WILSHIRE BLVD

BEVERLY HILLS, CA 90212

$1.90B

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Minimum account fee

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Kim Petersen’s Registration & Firm History

CA

10/06/2023 - Present

Checchi Capital Advisers, LLC (BEVERLY HILLS CA)

TX

10/01/2008 - 02/10/2010

J.P. MORGAN SECURITIES INC. (HOUSTON TX)

TX

12/05/2000 - 10/01/2008

J.P. MORGAN SECURITIES INC. (HOUSTON TX)

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Licenses & Designations

IA

Issued 10/03/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/08/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/04/2000

Series 7 - General Securities Representative Examination

BC

Issued 05/28/1996

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kim Maresh Petersen.
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