Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marvin? Claim Your ProfileMarvin Peterson is a financial advisor with over 40 years of experience in the industry. He is registered with Wells Fargo Advisors Financial Network, LLC and has a long history of working with clients in Missouri and beyond. Marvin Peterson has a strong background in providing financial planning, investment consulting, and portfolio management services to a range of clients, including individuals, businesses, and institutions. Marvin is a CERTIFIED FINANCIAL PLANNER™ professional.
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.
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.
Investment consulting services to institutional clients
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
MO
04/22/2024 - Present
Wells Fargo Advisors Financial Network, LLC (CLAYTON MO)
MO
01/01/2008 - 03/13/2023
WELLS FARGO CLEARING SERVICES, LLC (CLAYTON MO)
MO
03/16/1990 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NJ
12/03/1984 - 04/11/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
05/04/1983 - 11/30/1984
NEWHARD, COOK & CO. INCORPORATED
NA
08/24/1982 - 05/03/1983
FIRST JERSEY SECURITIES, INC.
BC
Issued 09/09/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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