Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter William Mortensen is a registered investment advisor with Lasalle ST Securities, LLC. Peter has been in the financial services industry since 1992 and has a wealth of experience in the field. Peter is registered in 19 states and has successfully passed the Series 63, Series 65, Series 7 and SIE exams. Prior to working at Lasalle ST Securities, LLC, Peter was employed at Eisner Securities, Inc., Walnut Street Securities, Inc., and SunAmerica Securities, Inc.
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
GA
09/29/2001 - Present
Lasalle ST Securities, LLC (Alpharetta GA)
MO
01/28/1998 - 10/01/2001
EISNER SECURITIES, INC. (ST. LOUIS MO)
CA
11/05/1993 - 01/29/1998
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
AZ
07/10/1992 - 11/03/1993
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 12/22/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Peter Mortensen is the right advisor for you? Invested Better is here to help.
