Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Carswell Starr is a registered investment advisor representative in the state of Georgia and a registered investment advisor in Texas, who works for Cetera Investment Advisers LLC. Peter is a financial professional with a career spanning over 27 years, and has been actively serving the financial needs of clients since February 17, 1996. Peter has been associated with Cetera Investment Advisers LLC since March 2023. Prior to joining Cetera Investment Advisers LLC, Peter was a registered representative with Summit Brokerage Services, Inc. for over 13 years, and previously held roles at Wachovia Securities Financial Network, LLC, Ryan Beck & Co., Gruntal & Co., L.L.C., Hampshire Securities Corporation, and Prudential Securities Incorporated. Peter holds the Series 7, Series 10, Series 9, Series 63, and Series 65 licenses, demonstrating a broad range of financial knowledge and experience. Peter offers a wide array of financial services to individual clients, including financial planning, portfolio management, pension consulting, and educational seminars.
Marietta, GA
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
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 2/27/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/2/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/9/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/24/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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