Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Petersen is a financial advisor with T. Rowe Price Investment Services, Inc., with over 16 years of experience in the industry. Matthew is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 6 and 63 licenses as well as the Securities Industry Essentials (SIE) Exam. Matthew is licensed to provide investment advice in 53 states and the District of Columbia. Prior to joining T. Rowe Price, Matthew was employed by Pentegra Distributors Inc., Transamerica Investors Securities Corporation, and National Planning Corporation.
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.
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.
1
2
MD
02/05/2018 - Present
T. Rowe Price Investment Services, Inc. (Owings Mills MD)
NY
04/29/2016 - 11/30/2017
PENTEGRA DISTRIBUTORS INC. (WHITE PLAINS NY)
NY
01/16/2008 - 03/31/2016
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
MN
08/02/2006 - 07/31/2007
NATIONAL PLANNING CORPORATION (PLYMOUTH MN)
BC
Issued 10/10/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Petersen is the right advisor for you? Invested Better is here to help.
