Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Macdonald Petersen is an investment advisor representative at Cambridge Investment Research Advisors, Inc. Todd has been in the financial services industry since 2016 and has held registrations with several firms, including GWN Securities Inc. and Ameritas Investment Corp. Todd holds Series 6, Series 63, Series 65, and SIE licenses. Todd is currently registered in North Carolina and South Carolina. Todd specializes in portfolio management for individuals and businesses, financial planning, and pension consulting.
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.
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.
Solicitation fees from 3rd party money managers
1
2
NC
06/14/2022 - Present
Cambridge Investment Research Advisors, Inc. (Mooresville NC)
FL
07/02/2018 - 03/21/2022
GWN SECURITIES INC. (PALM BEACH GARDENS FL)
NC
06/21/2017 - 07/11/2018
AMERITAS INVESTMENT CORP. (CHARLOTTE NC)
NC
03/05/2016 - 06/21/2017
CCF INVESTMENTS, INC. (CHARLOTTE NC)
IA
Issued 07/13/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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