Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Paul Peterson is a financial advisor registered with Raymond James Financial Services Advisors, Inc.. Thomas has been in the financial industry since April 2013 and is also a Certified Financial Planner. He has been associated with Raymond James Financial Services Advisors, Inc. since April 2019 and has held positions at Franklin/Templeton Distributors, Inc., Peterson Wealth Management and Raymond James Financial Services, Inc.. Thomas Paul Peterson is registered with the state of Florida as an Investment Advisor Representative. His firm offers financial planning, investment management, pension consulting, educational seminars, and other services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
04/02/2019 - Present
Raymond James Financial Services Advisors, Inc. (CLEARWATER FL)
FL
04/09/2013 - 08/23/2016
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
BOTH
Issued 01/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/08/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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