Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Jensen is a financial advisor with over 28 years of experience in the industry. Peter is currently registered with Ameriprise Financial Services, LLC and is licensed to provide financial advice in 12 states. Peter has previously worked with CETERA ADVISORS LLC and INVESTORS CAPITAL CORP.
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.
Asset allocation services
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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WA
02/19/2021 - Present
Ameriprise Financial Services, LLC (Bothell WA)
WA
10/03/2016 - 01/30/2019
CETERA ADVISORS LLC (BOTHELL WA)
WA
06/14/2013 - 10/03/2016
INVESTORS CAPITAL CORP. (BOTHELL WA)
WA
05/13/2004 - 06/28/2013
LPL FINANCIAL LLC (KIRKLAND WA)
NJ
01/14/2000 - 05/26/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
06/09/1994 - 01/19/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/16/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/10/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/22/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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