Daniel PetersenCRD Number: 5572388
Current Firm: Morgan Stanley
Daniel Petersen (CRD# 5572388) is an Investment Advisor Representative working at Morgan Stanley in South Jordan, UT and has over 8 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Morgan Stanley Smith Barney||South Jordan,, UT||Jul 2011 - Current||5|
|Merrill Lynch||Salt Lake City, UT||Jul 2008 - Jul 2011||3|
|Icon Health & Fitness||Logan, UT||Jul 2006 - Jul 2008||2|
|Utah State University||Logan, UT||Jan 2004 - Dec 2007||3|
|City Of Logan||Logan, UT||Mar 2001 - Sep 2006||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2008|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV