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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 an active investment advisor representative with Cetera Investment Advisers LLC, registered in Pennsylvania. Jeffrey has been in the securities industry for over 27 years and has worked in various roles with several firms. He is registered to provide investment advice and securities services in several states. He has passed numerous industry exams, including the Series 6, 7, 63 and SIE and the Uniform Investment Adviser Law Examination. Jeffrey is a highly experienced advisor with a strong understanding of the financial markets and investment strategies.
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 9/18/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/28/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/28/2017
Series 7 - General Securities Representative Examination
BC
Issued 6/20/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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