Unclaimed
Jay Warren Peters is a financial advisor with Cetera Investment Advisers LLC. Jay has been working in the financial industry since 2015 and has a strong understanding of the investment landscape. Jay is registered with the state of Missouri and holds the Series 66, Series 7 and SIE licenses. Jay is a Chartered Financial Consultant. Previously, Jay worked with Edward Jones. Jay is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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
MO
03/01/2016 - Present
Cetera Investment Advisers LLC (ST. LOUIS MO)
MO
04/28/2015 - 11/18/2015
EDWARD JONES (ARNOLD MO)
BOTH
Issued 5/15/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/28/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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