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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leif? Claim Your ProfileLeif Eric Pettersen is a financial advisor with LPL Financial LLC. Leif has been in the industry since August 8, 2001 and is registered in 17 states. Leif is a registered representative and investment advisor representative. Leif's primary office is located in Wall, New Jersey. Leif has been with LPL Financial since January 2008. Prior to joining LPL Financial, Leif was employed by Ameriprise Financial Services, Inc. in Wall Township, New Jersey and IDS Life Insurance Company in Minneapolis, Minnesota. Leif has earned the following licenses and certifications: Series 66, Series 7, and SIE. Leif has also been awarded the following designations: None.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
06/17/2021 - Present
LPL Financial LLC (WALL NJ)
NJ
08/08/2001 - 01/08/2008
AMERIPRISE FINANCIAL SERVICES, INC. (WALL TOWNSHIP NJ)
MN
08/08/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/24/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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