Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Reed Peterson is a financial advisor currently working at Gw&k Investment Management, LLC in Boston, MA. He is registered as an Investment Advisor Representative in Massachusetts. Scott has over 20 years of experience in the financial industry, having previously worked for firms such as J.P. Morgan Securities LLC, Fleet Securities, Inc., and FleetBoston Robertson Stephens Inc. Scott has passed the Series 4, 7, and 63 exams and holds the designation of Chartered Financial Analyst. Scott specializes in providing financial planning, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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MA
12/06/2022 - Present
Gw&k Investment Management, LLC (BOSTON MA)
MA
10/15/2012 - 04/17/2014
J.P. MORGAN SECURITIES LLC (BOSTON MA)
TX
09/05/2000 - 06/07/2004
FLEET SECURITIES, INC. (DALLAS TX)
CA
01/20/1999 - 09/05/2000
FLEETBOSTON ROBERTSON STEPHENS INC. (SAN FRANCISCO CA)
MA
03/02/1995 - 02/06/1997
1784 INVESTOR SERVICES, INC. (BOSTON MA)
MA
12/04/1994 - 02/21/1995
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
NY
12/11/1991 - 03/18/1993
L.C. WEGARD & CO., INC. (NEW YORK NY)
BC
Issued 11/02/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/1996
Series 4 - Registered Options Principal Examination
BC
Issued 10/13/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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