Unclaimed
Parker Dean Peterson is an investment advisor representative for Ameriprise Financial Services, LLC. Parker is registered with both FINRA and the state of Minnesota. Parker has a total of 3 exams: Series 7TO, Series 66 and SIE. Parker has been in the securities industry for 1 year. Parker has experience with both individual and business clients and provides services such as asset allocation services, financial planning, pension consulting, educational seminars, and portfolio management for both businesses and individuals. The branch office location for this advisor is 3038 Jeremiah Ln NW Ste 200, Rochester, Minnesota, 55901.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
MN
01/02/2025 - Present
Ameriprise Financial Services, LLC (Rochester MN)
BOTH
Issued 05/04/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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