Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Paul Peters is a financial advisor with over 40 years of experience in the financial services industry. Stephen is currently registered with Cambridge Investment Research, Inc. and has previously been registered with Kestra Investment Services, LLC and Transamerica Financial Advisors, Inc. Stephen holds Series 7, Series 63, and SIE licenses. Stephen is currently registered in Iowa, Michigan, and Washington. Stephen is dedicated to providing personalized financial advice to help clients achieve their financial goals.
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
MI
01/02/2020 - Present
Cambridge Investment Research, Inc. (Kalamazoo MI)
MI
04/18/2016 - 12/31/2019
KESTRA INVESTMENT SERVICES, LLC (KALAMAZOO MI)
MI
04/01/1991 - 04/23/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (KALAMAZOO MI)
NA
06/17/1982 - 04/01/1991
PW SECURITIES, INC.
BC
Issued 05/13/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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