Unclaimed
Ryan Peterson is a financial advisor with Cambridge Investment Research, Inc.. Ryan has been in the financial industry since May 26, 2015. Ryan is licensed to sell securities in Texas. Ryan has passed the Series 7, Series 63, and SIE exams. Ryan was previously registered with Charles Schwab & Co., Inc. and TD Ameritrade, 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
TX
03/14/2022 - Present
Cambridge Investment Research, Inc. (Keller TX)
TX
07/27/2021 - 03/23/2022
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CA
05/27/2015 - 03/23/2022
TD AMERITRADE, INC. (San Diego CA)
BC
Issued 07/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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