Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Kelson is a financial advisor with Raymond James & Associates, Inc. located in Salt Lake City, UT. Peter has been in the financial services industry since 1998 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Peter offers a wide range of financial planning and investment advisory services, including portfolio management, 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.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
UT
08/14/2024 - Present
Raymond James & Associates, Inc. (Salt Lake City UT)
UT
03/20/2018 - 08/14/2024
ZIONS DIRECT, INC. (SALT LAKE CITY UT)
UT
07/07/2017 - 03/14/2018
MORGAN STANLEY (SOUTH JORDAN UT)
UT
12/12/2002 - 06/19/2017
ZIONS DIRECT, INC. (SALT LAKE CITY UT)
NY
11/01/2000 - 12/19/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
CA
05/03/1999 - 11/01/2000
MORGAN STANLEY DEAN WITTER ONLINE INC. (SAN FRANCISCO CA)
RI
10/27/1998 - 04/22/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 04/10/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/17/2006
Series 24 - General Securities Principal Examination
BC
Issued 07/26/2001
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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