Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Edmund Peterson is a registered investment advisor representative with State Farm Investment Management Corp. Robert is also a licensed insurance agent with Robert Peterson's Insurance Agency. Robert is a licensed investment advisor in California, Arizona, Idaho, Montana, Nevada, and Texas. Robert has been in the financial services industry since 1994. Robert has earned his Series 6, 7, 63, 65, and SIE licenses. Robert works with individuals and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
10/18/2024 - Present
State Farm Investment Management Corp. (El Cajon CA)
IA
12/07/1993 - 07/31/2001
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
IA
Issued 12/28/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Peterson is the right advisor for you? Invested Better is here to help.
