Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Peterson is a financial advisor registered with Cetera Investment Advisers LLC. Michelle has been in the financial services industry since 1993. She is registered to offer investment advice in New York and several other states. Michelle Peterson also has experience with LPL Financial LLC and Voya Financial Advisors, Inc. She is a Certified Financial Planner and holds several securities licenses. Michelle Peterson specializes in providing financial planning services to individuals, businesses, and charitable organizations.
Hadley, NY
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
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (Hadley NY)
NY
11/15/2016 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (ALBANY NY)
NY
06/11/2003 - 11/30/2016
LPL FINANCIAL LLC (HADLEY NY)
NJ
12/02/1994 - 05/08/2003
CITISTREET EQUITIES LLC (SOMERSET NJ)
NA
09/16/1986 - 10/27/1987
FIRST INVESTORS CORPORATION
BC
Issued 12/1/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/24/1987
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/20/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/1/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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