Unclaimed
Peter Tartaro is a financial advisor with Cetera Investment Advisers LLC. Peter has been in the industry since February 15, 2008. Peter offers financial planning, portfolio management, and pension consulting services. Peter is registered with the state of Minnesota.
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
MN
08/10/2023 - Present
Cetera Investment Advisers LLC (ST PAUL MN)
MN
05/17/2018 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
MN
05/17/2018 - 11/08/2021
CRI SECURITIES, LLC (ST PAUL MN)
MN
04/26/2011 - 04/06/2018
AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)
MN
06/02/2010 - 04/18/2011
LINCOLN FINANCIAL ADVISORS CORPORATION (EDINA MN)
MN
05/06/2009 - 04/22/2010
FIRST COMMAND FINANCIAL PLANNING, INC. (BLOOMINGTON MN)
NY
09/21/2007 - 03/05/2009
AMERIPRISE FINANCIAL SERVICES, INC. (NEW YORK NY)
BOTH
Issued 10/6/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/7/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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