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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Petersen is a financial advisor with Cetera Investment Advisers LLC. Kenneth is a Registered Representative with Cetera and has been working in the financial services industry since 1980. Kenneth has a broad range of experience and is licensed to provide financial advice in 17 states and 2 provinces of Canada. He specializes in Financial Planning, Portfolio Management for Individuals and Businesses, and Pension Consulting. Kenneth has experience working with a variety of clients, including individuals, businesses, 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.
1
2
CA
08/10/2023 - Present
Cetera Investment Advisers LLC (NEWPORT BEACH CA)
CA
08/18/1987 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (NEWPORT BEACH CA)
NA
03/08/1985 - 07/18/1987
CONSOLIDATED RESOURCES, INC.
NA
03/25/1980 - 03/25/1983
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 6/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/3/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/24/1999
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 1/2/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/7/1998
Series 7 - General Securities Representative Examination
BC
Issued 3/10/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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