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 with Cetera Investment Advisers LLC. Micol has been in the industry since 2003. Micol is registered with the state of Florida, and has held prior registrations with BB&T Investment Services, Inc. in Florida and North Carolina. Micol specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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
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 6/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/25/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/30/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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