Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Louis Peterson is a financial advisor at LPL Financial LLC. William has been in the industry since 1988. William has passed his Series 7, Series 63, Series 65, and SIE exams. William currently has his licenses active in Oregon and Washington. Previously, William has worked at Securities America, Inc., Brookstreet Securities Corporation, Financial Network Investment Corporation, American Express Financial Advisors Inc., and IDS Life Insurance Company. William 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.
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.
1
2
OR
02/06/2025 - Present
LPL Financial LLC (ONTARIO OR)
OR
07/05/2007 - 06/14/2024
SECURITIES AMERICA, INC. (ONTARIO OR)
ID
03/04/1998 - 07/12/2007
BROOKSTREET SECURITIES CORPORATION (BOISE ID)
CA
08/02/1989 - 02/13/1998
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NA
07/20/1988 - 06/30/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
07/20/1988 - 06/30/1989
IDS LIFE INSURANCE COMPANY
IA
Issued 05/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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