Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Taylor Persons is a financial advisor with over 20 years of experience in the industry. Persons is currently registered with Raymond James & Associates, Inc. and has held previous positions at MORGAN KEEGAN & COMPANY, INC. and CITIGROUP GLOBAL MARKETS INC.. Persons is a licensed securities agent in 14 states and a registered investment advisor in 2 states. Persons has a strong background in providing financial planning and portfolio management services to a variety of clients, including individuals, corporations, and institutions.
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
GA
05/14/2013 - Present
Raymond James & Associates, Inc. (MACON GA)
GA
03/02/2007 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (MACON GA)
GA
01/02/2002 - 03/12/2007
CITIGROUP GLOBAL MARKETS INC. (MACON GA)
GA
03/24/1997 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
IA
Issued 05/02/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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