Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Abbate is a financial advisor with Cetera Investment Advisers LLC. Peter has been in the financial industry since 2014. Prior to joining Cetera Investment Advisers LLC, Peter was a financial advisor at LPL Financial LLC, VALIC Financial Advisors, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.P. Morgan Securities LLC, MML Investors Services, LLC, Transamerica Financial Advisors, Inc, and First Command Financial Planning, Inc. Peter is registered with the state of Florida to provide investment advice and securities brokerage services. Peter has a Series 66, Series 65, Series 7, Series 3, and SIE license.
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
01/12/2024 - Present
Cetera Investment Advisers LLC (CELEBRATION FL)
FL
04/25/2022 - 01/17/2024
LPL FINANCIAL LLC (MAITLAND FL)
FL
11/02/2020 - 05/03/2022
VALIC FINANCIAL ADVISORS, INC. (ORLANDO FL)
FL
08/19/2019 - 02/24/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ORLANDO FL)
FL
03/13/2018 - 08/28/2019
J.P. MORGAN SECURITIES LLC (ORLANDO FL)
FL
04/25/2016 - 03/09/2018
VALIC FINANCIAL ADVISORS, INC. (ORLANDO FL)
FL
05/04/2015 - 12/31/2015
MML INVESTORS SERVICES, LLC (ORLANDO FL)
FL
03/04/2013 - 04/06/2015
TRANSAMERICA FINANCIAL ADVISORS, INC (ORLANDO FL)
FL
11/26/2012 - 12/21/2012
FIRST COMMAND FINANCIAL PLANNING, INC. (ORLANDO FL)
BOTH
Issued 4/3/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 9/13/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/12/2008
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
Not sure Peter Abbate is the right advisor for you? Invested Better is here to help.
