Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Menihan has been in the financial services industry since April 1981. Peter is currently registered with Cetera Investment Advisers LLC and has been with the firm since August 2018. Previously, Peter worked at UMB Financial Services, Inc. and Country Club Financial Services, Inc. Peter has a wide range of experience and is committed to providing clients with personalized financial advice and guidance.
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
KS
03/21/2024 - Present
Cetera Investment Advisers LLC (OVERLAND PARK KS)
MO
05/29/2009 - 03/22/2018
UMB FINANCIAL SERVICES, INC. (KANSAS CITY MO)
KS
01/04/2002 - 04/14/2009
COUNTRY CLUB FINANCIAL SERVICES, INC. (MISSION WOODS KS)
CT
04/16/1998 - 12/31/2001
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NY
09/23/1980 - 04/02/1998
MONY SECURITIES CORP. (NEW YORK NY)
NY
09/23/1980 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
BC
Issued 11/10/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/26/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/11/1989
Series 7 - General Securities Representative Examination
BC
Issued 9/16/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Peter Menihan is the right advisor for you? Invested Better is here to help.
