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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 Konstantinos Billis is a financial advisor with Cetera Investment Advisers LLC, located in York, PA. Peter has been in the financial services industry since October 3, 1997, and has worked with several firms, including LPL Financial LLC, Invest Financial Corporation and Santander Securities LLC. Peter provides financial planning, portfolio management, pension consulting and educational seminars for individuals and businesses. Peter has been registered with the state of Pennsylvania since February 8, 2022 and has passed the Series 6, 7, 63 and 66 exams.
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
PA
02/06/2024 - Present
Cetera Investment Advisers LLC (YORK PA)
PA
02/14/2018 - 12/07/2021
LPL FINANCIAL LLC (YORK PA)
PA
02/27/2017 - 02/14/2018
INVEST FINANCIAL CORPORATION (YORK PA)
PA
09/19/2012 - 02/28/2017
SANTANDER SECURITIES LLC (YORK PA)
PA
05/27/2008 - 09/19/2012
LPL FINANCIAL LLC (MANCHESTER PA)
PA
11/22/2006 - 05/27/2008
IFMG SECURITIES, INC. (YORK PA)
MD
03/24/2006 - 11/17/2006
COMMUNITY BANKERS SECURITIES, LLC (ELKTON MD)
PA
04/09/2004 - 03/01/2006
BAINBRIDGE SECURITIES INC. (YARDLEY PA)
CA
05/01/2003 - 04/14/2004
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
PA
01/24/2001 - 05/01/2003
T.H.E. FINANCIAL GROUP, LTD (MECHANICSBURG PA)
MD
11/16/1995 - 05/26/1999
FIRST MARYLAND BROKERAGE CORPORATION (BALTIMORE MD)
BOTH
Issued 1/9/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/15/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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