Jenee Peters (CRD# 4729371) is an Investment Advisor Representative working at Imprint Wealth LLC in Naples, FL and has over 20 years of experience in the finance industry.
CRD# 5167067
Advanced Investment Management LLC
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Imprint Wealth Llc Dba Naples Wealth Planning | Naples, FL | Jul 2023 - Current | < 1 |
| Laidlaw Wealth Management, Llc D/b/a Naples Wealth Planning | Naples, FL | Oct 2020 - Jul 2023 | 2 |
| Capitalrock Financial, Llc D/b/a Naples Wealth Planning | Naples, FL | Dec 2017 - Oct 2020 | 2 |
| Platinum Wealth Partners | Tampa, FL | May 2016 - Dec 2017 | 1 |
| Oppenheimer & Company Inc. | Tampa, FL | Aug 2010 - May 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2004 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2004 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management709MILLIONS
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Total Number of Accounts2,142ACCOUNTS
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Average Account Value$331,042
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, FL, GA, NY, PA, SC, TX
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