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Douglas P
Series 63, Series 65
Fort Pierce, FL
Amidon & Petersen Financials, LLC
Douglas Petersen is a financial advisor with Amidon & Petersen Financials, LLC in Fort Pierce, FL, holding Series 63 and 65 licenses and bringing 34 years of industry experience. He has worked at Commonwealth Financial Network, Cadaret, Grant & Co., Inc., and GWN Securities Inc. prior to his current role. Petersen is also involved in fixed insurance sales, dedicating a small portion of his time to this activity. Amidon & Petersen Financials provides financial planning, discretionary portfolio management, and pension consulting to a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm emphasizes tailored portfolios with a mix of model portfolios, third-party managers, and structured products, and is notable for its disclosure practices, pension plan consulting, and active service to charitable clients.
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