Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Sullivan is a financial advisor with Cetera Investment Advisers LLC, with an office located in Helena, MT. Peter is a Certified Financial Planner® professional. Peter has over 25 years of experience in the financial services industry, having worked for several companies before joining Cetera Investment Advisers LLC in June 2023. Peter is registered as both a broker and an investment advisor in several states.
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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MT
06/29/2023 - Present
Cetera Investment Advisers LLC (HELENA MT)
MT
11/28/1997 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (HELENA MT)
IA
Issued 2/9/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/5/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/27/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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