Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Peterson has been working in the financial industry since July 1998. Larry is registered as an investment advisor representative with Cetera Investment Advisers LLC in Appleton, Wisconsin. Larry is also registered as an investment advisor representative in Texas. Previously, Larry was registered with Investors Capital Corp. in Appleton, Wisconsin, United Securities Alliance, Inc. in Greenwood Village, Colorado, and WMA Securities, Inc. in Duluth, Georgia. Larry has passed the Series 6, Series 26, Series 63 and Series 65 exams. In addition to working as an investment advisor, Larry is also the webmaster for Aple Consulting, Inc., a web design and development company.
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
WI
03/21/2024 - Present
Cetera Investment Advisers LLC (APPLETON WI)
WI
11/05/2001 - 10/03/2016
INVESTORS CAPITAL CORP. (APPLETON WI)
CO
02/20/2001 - 12/04/2001
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
GA
07/16/1998 - 02/28/2001
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 08/09/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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