Donald Scott Peterson
Directeur Général chez Peterson Wealth Management LLC
Profil
Mr. Donald S.
Peterson is an Investment Advisor Representative & Principal at Peterson Wealth Management LLC.
His extensive knowledge in American History, plus years of experience in fundamental and technical securities analysis, allows him to guide clients through the financial market’s ups and downs.
Using this background, he constructs investment models tailored to an individual client’s investment objectives, timeframes and goals.
He began his career in 1987 with Edward Jones.
In 2004, he left Edward Jones to form his own independent firm, Peterson Wealth Management.
He graduated from Gustavus Adolphus college in Minnesota with a B.S.
in American History and Political Science.
In addition he holds an M.A.
in American History from Indiana University in Bloomington.
He holds multiple certifications and individual awards for his service to clients and their needs.
He has the Series 6, 7, 63, 66 and 24 securities licenses, as well as life, and health insurance licenses.
Postes actifs de Donald Scott Peterson
Sociétés | Poste | Début |
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Peterson Wealth Management LLC
Peterson Wealth Management LLC Investment ManagersFinance Peterson Wealth Management LLC (PWM) is an independent registered investment advisor headquartered in Sparks, Nevada. Founded in 2004, PWM provides investment and wealth management services to individuals and other types of clients. | Directeur Général | 01/01/2004 |
Formation de Donald Scott Peterson
Gustavus Adolphus College | Undergraduate Degree |
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Entreprise privées | 1 |
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Peterson Wealth Management LLC
Peterson Wealth Management LLC Investment ManagersFinance Peterson Wealth Management LLC (PWM) is an independent registered investment advisor headquartered in Sparks, Nevada. Founded in 2004, PWM provides investment and wealth management services to individuals and other types of clients. | Finance |