Mogammad Waeed Petersen

Current Employers

Employment History

• 11/2017 → Present
  M Holdings Securities
  Portland, OR
• 08/2017 → 10/2017
  Urban Outfitters
  Philadelphia, PA
• 10/2015 → 07/2017
  International Trimmings And Label Solutions
  Cape Town
• 11/2017 → Present
  Jkj Financial Services
  Newtown, PA
• 11/2024 → Present
  Lri Investments, Llc
  Palm Beach Gardens, FL

Other Businesses

1) JKJ FINANCIAL SERVICES; 109 PHEASANT RUN, NEWTOWN, PA 18940; 03/21/2022; RETIREMENT CONSULTANT; CLIENT SERVICE AND SUPPORT; INVESTMENT RELATED; 160 HOURS/MONTH; 160 HOURS/MONTH; 160 HOURS/MONTH DURING BUSINESS HOURS; WAGES/SALARY. 2) M Holdings Securities, Inc; investment-related; 1125 NW Couch St. Portland OR 97209; Broker/Dealer services; Retirement Benefit Plan Consultant; 11/2017 start date; 160 hours/month; 160 hours/month during securities trading hours; prepare client reviews and ad hoc tasks. 3) LRI Investments, LLC; 3825 PGA Blvd, Suite 303, Palm Beach Gardens FL 33410; Registered Investment Advisor; Investment related; Investment Advisory Representative; provide investment advisory services to clients; 11/01/2024; 160 hours per month; 160 hours per month during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-12-14
• S63 Uniform Securities Agent State Law Examination
  2019-08-01

Other Names

• Waeed Petersen