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Peter Francis Pabon

Cetera Investment Advisers LLC

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About Peter Francis Pabon

Peter Francis Pabon is a financial advisor at Cetera Investment Advisers LLC. Peter has been a financial advisor for over 30 years, and is registered with the state of New Jersey as a Registered Investment Advisor. He specializes in providing financial planning and portfolio management services to individuals, families, and businesses. Peter's background includes experience with Lincoln Investment, Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company. He is a Certified Financial Planner and has extensive experience in helping clients achieve their financial goals.

Firm Information

Peter Pabon is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.
Cetera Investment Advisers LLC

1540 HIGHWAY 138 STE 303

WALL, NJ 07719

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Peter Pabon’s Registration & Firm History

NJ

03/21/2024 - Present

Cetera Investment Advisers LLC (WALL NJ)

NJ

03/27/2009 - 10/29/2018

LINCOLN INVESTMENT (MARLTON NJ)

NJ

12/15/2003 - 03/30/2009

LINCOLN FINANCIAL ADVISORS CORPORATION (EDISON NJ)

IN

12/15/2003 - 04/05/2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

MA

02/12/1990 - 12/08/2003

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

02/12/1990 - 12/08/2003

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

NY

10/19/1988 - 01/08/1990

SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/24/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/15/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter Francis Pabon.
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