Unclaimed
Peter Starr is a financial advisor based in Marietta, Georgia. Peter has been working in the financial services industry since 1996 and currently works for Cetera Investment Advisers LLC. Peter has a broad range of experience, having previously worked for firms such as Summit Brokerage Services, Inc., Wachovia Securities Financial Network, LLC, Ryan Beck & Co., Gruntal & Co., L.L.C., and Hampshire Securities Corporation. Peter holds several licenses and certifications including Series 7, 63, 65, 9, and 10 and is registered in multiple states to offer investment advice.
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
GA
06/29/2023 - Present
Cetera Investment Advisers LLC (Marietta GA)
GA
03/01/2006 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (MARIETTA GA)
GA
10/07/2002 - 03/02/2006
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ATLANTA GA)
NJ
04/29/2002 - 10/17/2002
RYAN BECK & CO. (FLORHAM PARK NJ)
NY
04/07/1998 - 05/16/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
04/17/1997 - 03/13/1998
HAMPSHIRE SECURITIES CORPORATION (NEW YORK NY)
NY
01/25/1996 - 04/17/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 02/27/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/09/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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