Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Owen? Claim Your ProfileOwen Christian Peterson is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Owen Peterson has been in the securities industry since August 25, 2023 and is currently registered in Minnesota and Texas. Owen Peterson has passed the Series 7TO, Series 66 and SIE exams. Owen Peterson has experience in both securities and investment advisory work. Owen Peterson also has experience in business and has a strong understanding of the market. Owen Peterson is committed to providing his clients with the best possible investment advice and guidance. Owen Peterson is also an owner and operator of Peterson Panfish Plastics, a small business selling homemade plastic fishing baits.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MN
10/30/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (APPLE VALLEY MN)
BOTH
Issued 05/30/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/12/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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