Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Nelson is a financial advisor with Cetera Investment Advisers LLC. Peter has over 30 years of experience in the financial services industry. Peter's primary office is located in Saint Peter, Minnesota. Peter is a Certified Financial Planner and holds Series 7, 24, 63, and 65 securities licenses.
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 (SAINT PETER MN)
MN
07/18/2007 - 12/14/2021
LPL FINANCIAL LLC (N. MANKATO MN)
MN
12/05/2002 - 07/19/2007
WELLS FARGO INVESTMENTS, LLC (MANKATO MN)
MA
06/06/2002 - 12/03/2002
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
TX
04/01/2002 - 06/10/2002
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
MN
09/02/1993 - 04/01/2002
MARQUETTE FINANCIAL GROUP, INC. (MINNEAPOLIS MN)
IA
Issued 01/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Peter Nelson is the right advisor for you? Invested Better is here to help.
