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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Parke? Claim Your ProfileParke Grant Petersen is a financial advisor based in WILLIAMSTON, MI. Parke is registered with the state of Michigan and Texas. Parke has been a financial advisor for over 15 years. Parke works with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Parke specializes in financial planning, portfolio management, and pension consulting. Parke is a Registered Representative of CG Advisory Services and is also the owner of several other businesses, including Capital Asset Advisory Services, LLC, CG Financial Services, and Capital Asset Insurance 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.
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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MI
07/14/2017 - Present
CG Advisory Services (WILLIAMSTON MI)
MI
08/31/2017 - 07/17/2018
GENEOS WEALTH MANAGEMENT, INC. (Williamston MI)
MI
03/20/2015 - 08/29/2017
WFG INVESTMENTS, INC. (WILLIAMSTON MI)
MI
12/16/2008 - 03/23/2015
INVEST FINANCIAL CORPORATION (HASLETT MI)
MI
03/02/2005 - 12/23/2008
ROYAL ALLIANCE ASSOCIATES, INC. (HASLETT MI)
IA
Issued 09/21/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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