Unclaimed
Peter Alexander Krewet is a financial advisor registered with Cetera Investment Advisers LLC. Peter has over 7 years of experience in the financial services industry. Peter holds the Series 7, Series 66 and SIE licenses. Peter is a Certified Financial Planner™ and provides financial planning and portfolio management services. Peter has also worked at Securian Financial Services, Inc. and CRI Securities, LLC. Peter works out of the Southlake, Texas office.
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
TX
08/10/2023 - Present
Cetera Investment Advisers LLC (SOUTHLAKE TX)
TX
07/05/2017 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Southlake TX)
TX
07/05/2017 - 10/27/2021
CRI SECURITIES, LLC (DALLAS TX)
BOTH
Issued 8/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/5/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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