Stephen Peterson (CRD# 6658461) is an Investment Advisor Representative working at Personal Financial Advice & Insights, LLC in Stevensville, MI and has over 7 years of experience in the finance industry.
CRD# 6757460
Edward Jones
CRD# 2726535
Edward Jones
CRD# 5529779
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Personal Financial Advice & Insights, LLC | Stevensville, MI | May 2016 - Current | 7 |
| Product Design Consumer Insights, LLC | Stevensville, MI | Jun 2014 - Apr 2016 | 1 |
| Whirlpool Corporation | Benton Harbor, MI | Sep 1974 - May 2014 | 39 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2016 |
- IN
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
IN, MI, TX
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