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Jeff C. Peterson, CFP®, EA, is a registered representative of Concourse Financial Group Securities, Inc. 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, CO, FL, ID, IL, KS, KY, MI, MO, MT, NC, NE, NM, NV, NY, OH, OK, OR, PA, TX, UT and WA.