Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Peterson is a registered representative with Osaic Wealth, Inc. Michael has been in the industry for 6 years and is registered in California as both a Broker and Investment Advisor. Michael has passed Series 7, Series 66, and Series 63 exams and holds the SIE designation. Michael offers financial planning, portfolio management, and other advisory services to individuals, corporations, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
01/24/2025 - Present
Osaic Wealth, Inc. (RANCHO SANTA FE CA)
CA
06/14/2019 - 02/08/2021
EDWARD JONES (SAN DIEGO CA)
OR
10/15/2015 - 05/13/2019
WADDELL & REED (PORTLAND OR)
BC
Issued 11/15/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Peterson is the right advisor for you? Invested Better is here to help.
