Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Peterson is a financial advisor with Johnson Financial Group LLC and JFG Wealth Management, LLC. Laura has been in the financial industry since 2002 and has experience in a variety of roles, including investment advisor representative. Laura holds the Series 6, Series 7, Series 63, and Series 65 licenses. Laura's areas of expertise include portfolio management for individuals, businesses and pooled investment vehicles. Laura is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
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.
Family office services
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
CO
12/10/2018 - Present
Johnson Financial Group LLC (DENVER CO)
CO
08/22/2014 - 05/21/2018
U.S. BANCORP INVESTMENTS, INC. (DENVER CO)
CO
05/29/2007 - 08/07/2014
CITIGROUP GLOBAL MARKETS INC. (DENVER CO)
CO
08/07/2002 - 05/29/2007
CITICORP INVESTMENT SERVICES (DENVER CO)
IA
Issued 09/05/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/05/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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