Unclaimed
Peter Jackson is a registered representative with U.S. Bancorp Investments, Inc. located in Cincinnati, Ohio. Peter has been in the securities industry since October 3, 2013, and has experience with Lincoln Investment and Citigroup Global Markets Inc. Peter is licensed to sell securities in all 50 states and the District of Columbia. Peter has a Series 63 license and Series 7 license as well as the SIE exam.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
OH
05/18/2016 - Present
U.s. Bancorp Investments, Inc. (Cincinnati OH)
OH
07/10/2015 - 04/18/2016
LINCOLN INVESTMENT (CINCINNATI OH)
KY
09/05/2013 - 07/17/2015
CITIGROUP GLOBAL MARKETS INC. (FLORENCE KY)
BC
Issued 12/11/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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