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Carl F. Petersen, Inc.

4723 W. Waltann Ln.
Glendale, Arizona 85306
United States
 
Contact :      Annette Petersen
Phone :       602-978-1165
Fax :             602-978-1182
Email :         cfp@carlfpetersen.com
Web :           http://www.carlfpetersen.com

Carl F. Petersen, Inc. Information

Type of organization : C Corporation
Total Assets Managed ($Mil) : $0
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1988
Wrap Programs Offered? : No
# of Accounts Managed : 0
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Carl F. Petersen, Inc. History


Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : 5 Analysts : 2
Portfolio Managers : 4 Traders : 2
Client Service : 1 Operation : 1

Carl F. Petersen, Inc. Personnel

Mr.  Carl F. Petersen, VI

Marketing Director
Tel : 1-800-646-1237
Email: cfp6@carlfpetersen.com
EDUCATION, EXAMINATIONS & ACCOMPLISHMENTS - Series 65 - Uniform Investment Adviser Law USA 2007 - Babson College Studying: Economics & Finance 2008 - - International DECA Competition Winner in the Creative Marketing Project 2006 BUSINESS BACKGROUND - Carl F. Petersen, Inc. Investment Advisory Firm 2005 - Vice-President of Marketing & Systems Development - DECA Arizona - State Officer for Arizona 2006 - 2007

Mr.  Carl F. Petersen, MIM

Portfolio Manager
Tel : 1-800-646-1237
Email: cfp@carlfpetersen.com
EDUCATION & EXAMINATIONS - Series 7 - General Securities Representative Examination 1997 - Series 65 - Uniform Investment Adviser Law - First individual to be sponsored by the State of Arizona. - Master of International Management Thunderbird, Arizona. - 1988 Coursework included: Multinational Corporate Finance, Financial Statement Analysis, International Investments, Intermediate and Cost Accounting, International Banking Conference, International Insurance, Diplomacy, Etc. - Bachelor of Arts in Business Administration Ottawa University, Arizona - 1987 Specialized in Finance and Management. - Handelshøjskolens Diplomprøve (HD) Part 1 Business Administration & Economics The Copenhagen School of Business Administration & Economics. BUSINESS BACKGROUND - Carl F. Petersen, Inc. - 1996 Investment Advisory Firm President & CIO Responsibilities: Trading; Develop Strategies: Conservative, Active and Active/Aggressive; Marketing; Clients relations - Universal Vision Inc. 1988-1996 Procured goods and services for the Aid- and Development Organizations - International Investment Companies Developed trading system based on technical analysis to deal in the Foreign Exchange, stock, commodity, and bond markets. Directed and wrote software for the trading system. Actively traded F/X, stocks, commodities, and bond Privatbanken International - 1981-1985 Copenhagen - Trainee London - Private Investment Banking Luxembourg - Private Investment Banking13

Mrs.  Annette Petersen

Vice President
Tel : 1-800-646-1237
Email: ap@carlfpetersen.com
EDUCATION & EXAMINATIONS - Series 65 - Uniform Investment Adviser Law - 2003 - Life, Accident, & Health Insurance License - 2003 - Basinstoke College- UK Associate Degree in Hotel Management -1981 BUSINESS BACKGROUND - Carl F. Petersen, Inc. - 1996 - Investment Advisory Firm Vice-President & Secretary Responsible for compliance, back office operations, establishing new accounts, client contact - Universal Vision Inc. 1988-1996 Procured goods and services for the Aid- and Development Organizations Intercontinental Hotels - UK - 1983-1985 Special Accounts Manager

Mr.  Trent A. Watson

Portfolio Manager
Tel : 1-800-646-1237
Email: taw@carlfpetersen.com

Mr.  Don Goldwater

Public Relations Rep.
Tel : 1-800-646-1237
Email: dg@carlfpetersen.com

Carl F. Petersen, Inc. Product Name

Fixed Income Strategy:Privately Managed Accounts
CFP Global10(h) Strategy:Privately Managed Accounts
CFP ETF10:Privately Managed Accounts
CFP15(h) Strategy:Privately Managed Accounts
Report Created: September,30 2020.  Copyright Money Manager Review , All rights Reserved.
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