Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Lindsey Jespersen is an investment advisor representative with Colony Family Offices, LLC. Peter has been in the industry since 2009 and has experience in financial planning and portfolio management. Peter holds the Series 63, Series 65, and Series 7 licenses. Previously, Peter was employed by Capital Guardian, LLC.
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.
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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NC
04/20/2016 - Present
Colony Family Offices, LLC (CHARLOTTE NC)
NC
01/20/2010 - 07/09/2012
CAPITAL GUARDIAN, LLC (CHARLOTTE NC)
IA
Issued 01/18/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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