Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Erickson is a financial professional with over 4 years of experience in the financial services industry. Peter has a strong background in securities and investments, holding both Series 7 and Series 66 licenses. Peter has worked with Thrivent Investment Management Inc. since August 2024. Peter previously worked with LPL Financial LLC and Principal Securities, Inc. Peter is dedicated to helping clients achieve their financial goals. Peter's expertise includes investment management and financial planning.
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.
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
MN
08/27/2024 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
SC
11/12/2021 - 08/12/2024
LPL FINANCIAL LLC (FORT MILL SC)
IA
05/28/2020 - 11/09/2021
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
BC
Issued 08/21/2020
Series 24 - General Securities Principal Examination
BC
Issued 05/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/07/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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