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Kenneth W. Peterson is a financial advisor with Cetera Investment Advisers LLC, working in the Downers Grove, IL office. Kenneth is an investment professional with experience providing financial and investment advice to individuals, families, and businesses. Kenneth’s practice, KPW Financial Services, is focused on helping clients achieve their financial goals through personalized financial planning and investment management. Kenneth holds the Series 6, 62, 63 and 65 securities licenses, in addition to the SIE exam. Kenneth W. Peterson has been a registered investment advisor since 2007.
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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IL
01/25/2007 - Present
Cetera Investment Advisers LLC (DOWNERS GROVE IL)
IA
Issued 1/24/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/4/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/15/2001
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 11/29/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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