Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Henry is a financial advisor with over 37 years of experience in the industry. Peter has held positions with several firms, including Securian Financial Services, Inc., Northwestern Mutual Investment Services, LLC, Robert W. Baird & Co. Incorporated, MetLife Securities Inc., and Metropolitan Life Insurance Company. Currently, Peter is associated with Cetera Investment Advisers LLC. Peter's expertise and experience allow Peter to provide comprehensive financial advice to clients.
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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2
VA
08/10/2023 - Present
Cetera Investment Advisers LLC (MIDLOTHIAN VA)
VA
11/13/2002 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (NORFOLK VA)
WI
10/16/1995 - 10/03/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
10/16/1995 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MA
10/24/1984 - 08/09/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/24/1984 - 08/09/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 11/9/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/23/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2003
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 11/26/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/22/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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