Unclaimed
Peter John Ferry is a financial advisor registered with Ameriprise Financial Services, LLC. Peter has been in the financial services industry since September 19, 2008. Peter is licensed to provide investment advisory services in Minnesota. Peter is also registered as a general securities representative and has Series 7, 9, 10, 24, 66, and SIE licenses. Ameriprise Financial Services, LLC has a total of 12435 investment advisor representatives and 13881 registered representatives. Peter works out of the Ameriprise Financial Services, LLC office in Minneapolis, Minnesota. Peter is able to provide investment advisory services to individuals, businesses, high net worth individuals, insurance companies, charitable organizations, trusts, estates, pension plans, and state or municipal government entities.
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.
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2
MN
12/16/2013 - Present
Ameriprise Financial Services, LLC (MINNEAPOLIS MN)
PA
09/09/2008 - 04/29/2010
THE O.N. EQUITY SALES COMPANY (CARLISLE PA)
BOTH
Issued 05/31/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/21/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/22/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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