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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 who has been in the industry since 1997. He is currently registered as a Registered Representative and Investment Advisor Representative with Cetera Investment Advisers LLC, in Helena, MT. Peter provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Peter is a Certified Financial Planner. Peter is also registered as a Broker in 36 states. Peter was previously registered with VOYA FINANCIAL ADVISORS, INC. in Helena, MT.
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
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 02/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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