Unclaimed
Myesha Renee Peterson is a financial advisor registered with LPL Financial LLC. Myesha has been in the financial services industry since July 31, 2019, and has passed the Securities Industry Essentials Examination and the Operations Professional Examination. Myesha specializes in various areas of financial services.
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.
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2
SC
08/01/2019 - Present
LPL Financial LLC (FORT MILL SC)
BC
Issued 08/01/2019
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2019
Series 99TO - Operations Professional Examination
Active
Inactive
F
FINRA
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