Unclaimed
Luis Demetrio Peters is a financial professional with over 20 years of experience in the industry. He has been registered as a Registered Representative (RR) and Investment Advisor Representative (IAR) in Florida since 2003. Currently, Luis is associated with State Farm Investment Management Corp. Prior to this role, he held positions with State Farm VP Management Corp. and Luis Peters Insurance Agency. Luis has earned the Chartered Financial Consultant (ChFC) designation. He is also actively involved in the community, serving as a director for Kendall Networkers. Luis is dedicated to helping 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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
FL
10/26/2023 - Present
State Farm Investment Management Corp. (Miami FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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