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Martin Edward Peters

Centaurus Financial, Inc.

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About Martin Edward Peters

Martin Peters is a financial advisor with Centaurus Financial, Inc. with more than 20 years of experience in the financial services industry. Martin's expertise includes financial planning, portfolio management for individuals and businesses, as well as pension consulting. Martin is a licensed professional in a number of states, including Colorado, Florida, Georgia, Idaho, Iowa, Michigan, North Carolina, Vermont and Virginia. Martin also owns a tax and accounting firm.

Firm Information

Martin Peters is currently registered with Centaurus Financial, Inc.. Centaurus Financial, Inc. is a corporation formed in August 1992 and headquartered in Anaheim, California. The firm provides a variety of advisory services including financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals, and wrap fee programs. Centaurus Financial, Inc. serves a wide range of clients including individuals, businesses, high-net-worth individuals, and corporations. The firm has regulatory assets under management exceeding $6.2 billion, including discretionary and non-discretionary accounts.
Centaurus Financial, Inc.

2300 EAST KATELLA AVE

ANAHEIM, CA 92806

$6.28B

Assets Under Management

Not reported

Total Clients

510

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Martin Peters’s Registration & Firm History

MI

02/11/2020 - Present

Centaurus Financial, Inc. (Grosse Pointe Woods MI)

MI

11/01/2005 - 12/31/2007

WRP INVESTMENTS, INC. (GROSS POINTE MI)

NY

01/04/2005 - 11/03/2005

NEW ENGLAND SECURITIES (NEW YORK NY)

MA

07/28/2004 - 01/05/2005

MUTUAL SERVICE CORPORATION (BOSTON MA)

CT

08/20/2003 - 06/23/2004

WS GRIFFITH SECURITIES, INC. (HARTFORD CT)

SC

08/03/2000 - 08/01/2003

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

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Licenses & Designations

BOTH

Issued 10/18/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/17/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/02/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Martin Edward Peters. Review regulatory record here.
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