Clifford Peterson, CFP®

Independent Branch Financial Consultant

+1 435-767-0535

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 24, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

12 years of professional experience

  • Independent Branch Financial Consultant, Charles Schwab, 2020-present
  • Financial Consultant, Ameriprise Financial, 2018-2020
  • Sales Manager, Ameriprise Financial, 2017-2018
  • Financial Advisor, Ameriprise Financial, 2012-2017

Education

  • Bachelor of Science, Finance, Southern Utah University

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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