Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Peterson is a financial professional with Fifth Third Securities, Inc. based in Winter Garden, Florida. Stephen holds Series 63 and 65 licenses as well as the Series 6TO and SIE. Stephen has been in the industry since 2023. Stephen provides financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
Sponsor wrap fee program
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.
1
2
FL
04/25/2024 - Present
Fifth Third Securities, Inc. (WINTER GARDEN FL)
IA
Issued 04/24/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/08/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Stephen Peterson is the right advisor for you? Invested Better is here to help.
