Unclaimed
Paul Everett Peterson is a financial advisor with over 40 years of experience in the financial services industry. Paul is currently registered with Cetera Investment Advisers LLC. Previously, Paul was a financial advisor with VOYA FINANCIAL ADVISORS, INC. and PRUCO SECURITIES CORPORATION. Paul provides a wide range of financial services to individuals and businesses, including financial planning, portfolio management, and insurance sales. Paul has a strong commitment to providing personalized financial advice to help clients achieve their financial goals.
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
MN
06/29/2023 - Present
Cetera Investment Advisers LLC (BROOKLYN PARK MN)
MN
01/08/2001 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (BROOKLYN PARK MN)
NJ
11/23/1982 - 12/20/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 11/25/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2001
Series 24 - General Securities Principal Examination
BC
Issued 12/20/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/25/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/19/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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