Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Waylon? Claim Your ProfileWaylon Flaherty Peterson is a financial advisor with LPL Financial LLC in SOUTH BEND, IN. Waylon has over 25 years of experience in the financial services industry and is a CERTIFIED FINANCIAL PLANNER™. Waylon has worked in various roles at CUNA BROKERAGE SERVICES, INC. and Teachers Credit Union. Waylon is registered to provide investment advice in 22 states and is also a registered representative with FINRA.
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.
Consulting and other non-discretionary advisory services
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.
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2
IN
12/09/2022 - Present
LPL Financial LLC (SOUTH BEND IN)
IN
12/07/1999 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (SOUTH BEND IN)
IA
04/04/1996 - 11/17/1999
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
IA
Issued 08/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/03/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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