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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Arthur Peterson is a financial advisor currently registered with Cetera Investment Advisers LLC. Peterson has been in the financial industry since 1995 and currently holds Series 6, 7, 63 and 65 licenses. In addition to their role at Cetera Investment Advisers LLC, Peterson is also involved in the administration of trust accounts and supplies the pulpit for the Orbisonia Church of the Nazarene. Peterson has been active in the financial industry for over 20 years, serving clients in Pennsylvania and Florida, and has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations.
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
PA
09/19/2023 - Present
Cetera Investment Advisers LLC (MCCONNELLSBURG PA)
NJ
06/21/1995 - 11/29/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 09/18/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/20/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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