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Shannon Peterson

Truist Securities, Inc.

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About Shannon Peterson

Shannon Peterson is a registered representative with Truist Securities, Inc. in Atlanta, GA. Shannon has been in the industry since 2022 and is licensed in 52 states and the District of Columbia. Shannon holds Series 79TO, SIE, and Series 63 licenses.

Firm Information

Shannon Peterson is currently registered with Truist Securities, Inc.. Truist Securities, Inc. is a Corporation formed in July 1972. The firm is registered with the SEC and in all 50 states, as well as in the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

309

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Shannon Peterson’s Registration & Firm History

GA

02/08/2022 - Present

Truist Securities, Inc. (ATLANTA GA)

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Licenses & Designations

BC

Issued 03/07/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/08/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/05/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shannon Peterson.
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