Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Mark Peterson is a registered Investment Advisor Representative with Brookstone Capital Management LLC. William has been in the industry since 2006 and is registered in California. William is a Series 65 licensed individual who can provide investment advice, financial planning, and portfolio management. William is a self-employed life/health insurance sales professional with a strong emphasis on investment-related activities.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
09/26/2008 - Present
Brookstone Capital Management LLC (JACKSON CA)
IA
Issued 05/29/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure William Peterson is the right advisor for you? Invested Better is here to help.
