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Matthew A Peterson
MATTHEW A PETERSON, Matthew alan peterson
CRD#: 5394243
IA
B
EDWARD JONESCRD#: 250 11422 MIRACLE HILLS DR STE 201
OMAHA, NE 68154-5310
OMAHA, NE 68154-5310
0
Disclosures
15
Years of Experience
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State Registrations
B
Arizona 1/12/2018
B
Minnesota 4/22/2019
B
California 4/25/2023
B
Missouri 1/12/2018
B
Colorado 1/12/2018
B
Nebraska 1/12/2018
B
Florida 1/12/2018
IA
Nebraska 1/16/2018
B
Georgia 7/6/2023
B
Oklahoma 5/10/2018
B
Iowa 1/12/2018
B
Oregon 1/12/2018
B
Kansas 1/12/2018
B
Texas 1/12/2018
B
Kentucky 11/14/2019
IA
Texas 1/8/2019
B
Maryland 1/12/2018
B
Virginia 1/12/2018
SRO Registrations
B
B
B
B
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IA
Registered with this firm since 1/16/2018
B
Registered with this firm since 1/12/2018
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 10/17/2012 - 01/16/2018 | LINCOLN, NE | |
B | 11/07/2012 - 01/16/2018 | LINCOLN, NE | |
IA | 11/19/2010 - 08/28/2012 | LINCOLN, NE | |
B | 06/05/2008 - 11/24/2008 | LINCOLN, NE | |
B | 08/16/2007 - 01/04/2008 | LINCOLN, NE |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.