Unclaimed
Peter C. Han is an investment advisor representative at Cetera Investment Advisers LLC. Peter has been in the financial services industry for over 20 years. Peter has a wide range of experience, including working with high-net-worth individuals, corporations, and charitable organizations. Peter is also a registered principal with the firm. Peter provides financial planning, portfolio management, and other advisory services to clients.
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
CA
11/03/2022 - Present
Cetera Investment Advisers LLC (RANCHO CUCAMONGA CA)
CA
08/15/2007 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (PASADENA CA)
CA
10/14/2003 - 09/10/2007
CENTAURUS FINANCIAL, INC. (LOS ANGELES CA)
BOTH
Issued 10/30/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Peter Han is the right advisor for you? Invested Better is here to help.