Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Carlson is a financial professional with experience in the industry since 2016. Peter is currently registered with Lincoln Financial Distributors, Inc. in Indiana. Peter has previously held positions with ASCENSUS BROKER DEALER SERVICES, LLC, ONEAMERICA SECURITIES, INC., and FIRST ALLIED SECURITIES, INC.. Peter holds the Series 7, Series 63, and SIE licenses.
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.
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.
1
2
PA
09/08/2022 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
MA
03/10/2020 - 08/30/2022
ASCENSUS BROKER DEALER SERVICES, LLC (NEWTON MA)
IN
10/03/2016 - 09/16/2019
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IN
08/03/2015 - 08/29/2016
FIRST ALLIED SECURITIES, INC. (CHESTERTON IN)
IA
Issued 04/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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