Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Jeffrey Peters is a financial advisor with LPL Financial LLC, registered with FINRA and the state of California. Michael Peters has been in the financial services industry for over 20 years. Michael Peters previously worked for Waddell & Reed, Crowell, Weedon & Co., UBS Financial Services Inc., and Morgan Stanley DW Inc. Michael Peters offers a range of financial services, including financial planning, investment management, and retirement planning. Michael Peters is committed to providing his clients with personalized financial advice and guidance.
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.
1
2
CA
07/21/2021 - Present
LPL Financial LLC (LONG BEACH CA)
CA
06/05/2013 - 07/21/2021
WADDELL & REED (LONG BEACH CA)
CA
04/24/2009 - 06/06/2013
CROWELL, WEEDON & CO. (LONG BEACH CA)
CA
10/29/2004 - 05/13/2009
UBS FINANCIAL SERVICES INC. (LONG BEACH CA)
NY
12/18/2000 - 11/01/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 01/08/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 12/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Peters is the right advisor for you? Invested Better is here to help.
