linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Rami Peterson

Casey Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Rami? Claim Your Profile

About Rami Peterson

Rami Peterson is a financial professional with over a decade of experience in the securities industry. Rami is currently registered with Casey Securities LLC as a General Securities Representative. Rami has held previous positions with Casey Securities LLC and Student Options, LLC.

Firm Information

Rami Peterson is currently registered with Casey Securities LLC. Casey Securities LLC is a Limited Liability Company formed in 2019. It is registered in California and has been approved for SEC registration. The firm is currently approved to operate in 1 state and has 1 approved SEC registration. The firm has reported 15 regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

27

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Rami Peterson’s Registration & Firm History

CA

01/12/2024 - Present

Casey Securities LLC (Greenbrae CA)

CA

09/16/2021 - 01/02/2024

CASEY SECURITIES LLC (GREENBRAE CA)

CA

03/15/2011 - 08/09/2021

STUDENT OPTIONS, LLC (SAN FRANCISCO CA)

Not sure if Rami Peterson is right for you?

Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/2016

Series 57 - Securities Trader Exam

BC

Issued 02/24/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

F

FINRA

N

NYSE Arca, Inc.

Disclosures

There are no public disclosures for Rami Peterson.
Not sure if Rami Peterson is right for you?