Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Petersen is a financial advisor with Edward Jones, specializing in providing financial planning, portfolio management and selection of other advisors. Scott has over 10 years of experience in the financial industry and has worked for a number of firms including Northwestern Mutual Investment Services, LLC, Sagepoint Financial, Inc., Raymond James & Associates, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Scott holds both Series 7 and 66 licenses. Scott can provide advice on a range of financial planning needs, including retirement planning, college savings, and estate planning. Scott Petersen is registered to offer investment advisory services in Florida and Texas.
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.
Guidance on pension options to ensure a secure financial future.
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.
See schedule d - miscellaneous
1
2
FL
09/29/2022 - Present
Edward Jones (ZEPHYRHILLS FL)
FL
09/16/2020 - 05/10/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TAMPA FL)
FL
06/10/2020 - 07/08/2020
SAGEPOINT FINANCIAL, INC. (SUN CITY CENTER FL)
PA
01/04/2016 - 06/15/2020
RAYMOND JAMES & ASSOCIATES, INC. (BEAVER PA)
PA
11/10/2011 - 11/05/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSBURGH PA)
PA
12/03/2010 - 11/01/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PITTSBURGH PA)
BOTH
Issued 06/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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