Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss Mason Peterson is a financial advisor with over 20 years of experience in the industry. Ross is currently registered with Fidelity Personal And Workplace Advisors and has previously held positions with P.J. Robb Variable Corporation, Allstate Financial Services, LLC, MML Investors Services, LLC and Northwestern Mutual Investment Services, LLC. Ross is a Series 6, 7, 26, 63 and 65 licensed professional and has held registrations in 26 states, including North Carolina and Texas. He has earned the SIE designation as well. Ross specializes in providing financial advice to individuals, corporations, businesses, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
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.
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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2
FL
06/23/2021 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
TN
03/03/2020 - 04/01/2021
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
IL
08/08/2014 - 02/10/2020
ALLSTATE FINANCIAL SERVICES, LLC (Northbrook IL)
IL
11/06/2013 - 07/25/2014
MML INVESTORS SERVICES, LLC (CHICAGO IL)
IL
10/08/2003 - 11/05/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SKOKIE IL)
IA
Issued 10/02/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/07/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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