Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Sorensen is a financial professional with over 35 years of experience in the industry. Peter has been registered with Cetera Investment Advisers LLC since March 2023 and holds a Series 7, Series 63, Series 65, and Series 66 licenses. Prior to Cetera, Peter was affiliated with Sagepoint Financial, Inc. from 2005 to 2019, and Sentra Securities Corporation from 2001 to 2005. Peter also holds the designation of Chartered Financial Consultant. Peter's primary focus is providing financial services to individuals and businesses, including financial planning, investment management, and insurance. Peter is passionate about helping his clients achieve their financial goals and believes in building long-term relationships based on trust and transparency.
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
06/29/2023 - Present
Cetera Investment Advisers LLC (ESTERO FL)
MN
10/31/2005 - 11/12/2019
SAGEPOINT FINANCIAL, INC. (RED WING MN)
AZ
01/23/2001 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
WI
05/04/1995 - 02/01/2001
SII INVESTMENTS, INC. (APPLETON WI)
NE
02/20/1990 - 05/05/1995
SECURITIES AMERICA, INC. (LAVISTA NE)
AZ
11/19/1989 - 02/08/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
TX
01/19/1990 - 01/24/1990
KAVANAUGH SECURITIES, INC. (DALLAS TX)
NA
08/15/1987 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
01/23/1986 - 07/27/1987
MORISON SECURITIES, INC.
BOTH
Issued 12/20/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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