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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul David Peterson is an investment advisor representative with Fidelity Personal and Workplace Advisors. Paul has been in the securities industry since July 5, 1994. Paul holds Series 6, 7, 9, 10, 63 and 65 licenses and has been registered with the state of Illinois since September 27, 2001. Previously, Paul was registered with Fidelity Brokerage Services LLC from September 17, 1993 until December 8, 2000. Currently, Paul provides advisory services to high-net-worth individuals, corporations, pension and profit sharing plans, and charitable organizations. Paul also offers financial planning and educational seminars.
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.
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.
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2
IL
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BARRINGTON IL)
RI
09/17/1993 - 12/08/2000
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 06/09/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/01/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1994
Series 7 - General Securities Representative Examination
BC
Issued 09/15/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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