Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Peters is a financial advisor with Cetera Investment Advisers LLC. Gregory Peters is a Registered Representative with over 40 years of experience in the financial services industry. Gregory Peters provides financial planning and investment management services to individuals, families, and businesses. Cetera Investment Advisers LLC is a registered investment advisor with over $100 billion in assets under management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (WALNUT CREEK CA)
CA
03/28/1996 - 06/06/2008
ASSOCIATED SECURITIES CORP. (LAFAYETTE CA)
CA
01/15/1990 - 04/01/1996
PORTSMOUTH FINANCIAL SERVICES (SAN FRANCISCO CA)
CA
04/29/1988 - 01/27/1990
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
NA
01/14/1987 - 05/12/1988
PAINEWEBBER INCORPORATED
NA
04/28/1986 - 03/05/1987
INTEGRATED RESOURCES EQUITY CORPORATION
NA
01/19/1983 - 05/01/1986
DREXEL BURNHAM LAMBERT INCORPORATED
BC
Issued 12/17/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/28/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/30/1983
Series 5 - Interest Rate Options Examination
BC
Issued 1/15/1983
Series 7 - General Securities Representative Examination
BC
Issued 12/10/1982
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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