Unclaimed
Justin Peterkin is an Investment Advisor Representative associated with Cetera Investment Advisers LLC. Justin Peterkin has been in the industry since January 2019 and holds the Series 7, Series 63, Series 65, and SIE licenses. Justin Peterkin has prior work experience at B Riley Wealth Management, Autozone, Old Dominick Distillery, Austin Speck, University of Memphis, Raymond James & Associates, Inc, Truist Advisory Services, Inc, J.P. Morgan Securities LLC, Republic Financial LLC, Costco Wholesale Corporation, Technicolor Videocassetteof Michigan INC, Gordmans, Dollar Tree Stores, Inc, JP Morgan Chase Bank, N.A, Tj Facts, Aaron Stark, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, Infocision, Express Professionals, Bank of America, N.A, CETERA ADVISOR NETWORKS LLC, CETERA INVESTMENT ADVISERS LLC, and SHOEMAKER FINANCIAL. Justin Peterkin specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
1
2
TN
08/09/2024 - Present
Cetera Investment Advisers LLC (GERMANTOWN TN)
TN
11/15/2023 - 06/25/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MEMPHIS TN)
KS
05/03/2023 - 07/06/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WICHITA KS)
GA
01/24/2023 - 04/01/2023
J.P. MORGAN SECURITIES LLC (Atlanta GA)
TN
01/12/2021 - 01/22/2022
RAYMOND JAMES & ASSOCIATES, INC. (MEMPHIS TN)
TN
08/31/2020 - 01/06/2021
B. RILEY WEALTH MANAGEMENT (MEMPHIS TN)
BC
Issued 03/03/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/26/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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