At Petersen Investments your investment experience will be enhanced by our commitment to providing a wealth of knowledge, trust, and the highest level of professionalism available. For over a decade, we have emerged as a stable investment firm that has played an important role in the investment community. Helping our clients attain their wealth objectives remains our number one focus. From securities and asset management, to annuities and insurance, your financial professional can select from a complete array of products and services to meet your investment strategies and goals.Products
Investment Advisory ServicesSophisticated strategies for high net worth clientele
On behalf of Petersen Investments, Inc., Pershing provides account protection for the total net equity of your securities positions and cash in your account. Of that total, the Securities Investor Protection Corporation (SIPC) provides $500,000 of net equity protection, including $100,000 for claims for cash awaiting reinvestment (SIPC protection). Pershing provides the additional protection (excess SIPC) on the same terms as SIPC through a commercial insurer. The commercial insurer, through which Pershing provides excess SIPC, is Customer Asset Protection Company (CAPCO), a licensed New York insurer. Account protection applies when a SIPC member firm fails financially and is unable to meet obligations to securities clients but it does not protect against losses from the rise and fall in the market value of investments.
On Line Account Access
Our clients have free access to view the activity in their accounts on a real-time basis, as well as charts and stock quotes.Career Opportunities
Petersen Investments Inc. is a family owned, full-service brokerage dedicated to providing investment professionals the flexibility, resources and expertise needed to grow their business in today's dynamic environment. We were founded in 1997 with the belief that innovative technology, superior service and expert compliance are essential to helping you achieve growth in today's complex regulatory environment.
We are proud of our retention rate for those who choose to join us. Petersen Investments welcomes a wide range of investment professionals, from young talent with $250,000 to $500,000 in production looking to grow their business to seasoned professionals with large portfolios who may be interested in succession planning. Mostly, Petersen Investments is looking for those seeking a better working environment, who believe the client is number one, and those who are looking for the backing and support of a strong, dependable team.At Petersen Investments you will find