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Jeff C. Peterson, CFP®, EA, is a registered representative of Concourse Financial Group Advisors. Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC.
Jeff C. Peterson, CFP®, EA, is an Investment Advisor Representative with Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. CFGS’ home office is located at 2801 Highway 280 South, Birmingham, AL 35223. Telephone is (800) 288-3035.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ in the U.S.
Both Financial Planning Unlimited, Inc. and the Certified Financial Planner Board of Standards, Inc. are independent of Concourse Financial Group Securities, Inc. (CFGS).
Jeff C. Peterson, CFP®, EA, holds Series 7, 24, 63, and 66 in AZ, CA, FL, IL, KS, KY, MI, NM, NY, TN, TX, UT, VA, WA, WI.