Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Micol? Claim Your ProfileMicol Peterson is a registered representative and investment advisor representative with Cetera Investment Advisers LLC. Micol has been in the financial services industry for over 20 years, having previously worked with BB&T Investment Services, Inc. Micol holds the Series 7, 24, 63, and 66 licenses. Micol is also registered to offer investment advisory services in Florida.
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
FL
06/10/2014 - Present
Cetera Investment Advisers LLC (ST PETERSBURG FL)
FL
05/01/2008 - 05/21/2014
BB&T INVESTMENT SERVICES, INC. (SAINT PETERSBURG FL)
NC
06/02/1999 - 10/17/2003
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 06/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Micol Peterson is the right advisor for you? Invested Better is here to help.
