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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 Rhee is a financial advisor currently working with Cetera Investment Advisers LLC. Peter has been in the financial services industry since 2002. Peter has worked at several firms previously, including FIRST ALLIED SECURITIES, INC., INVESTMENT PLANNERS, INC., WELLS FARGO ADVISORS, LLC, A. G. EDWARDS & SONS, INC., MORGAN STANLEY DW INC., REFCO SECURITIES, LLC, LFG, L.L.C., and AMERICAN INVESTMENT SERVICES, INC. Peter is licensed to offer financial services in Arizona, California, Florida, Illinois, and Indiana. Peter is also a registered investment advisor in Illinois. Peter's primary focus is on working with high-net-worth individuals, individuals other than high-net-worth, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Peter has also worked with banking or thrift institutions and state or municipal government entities. Peter is a specialist in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Peter is a member of the Financial Industry Regulatory Authority (FINRA).
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
IL
11/12/2020 - Present
Cetera Investment Advisers LLC (FRANKFORT IL)
IL
06/12/2015 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (FRANKFORT IL)
IL
01/04/2010 - 07/08/2015
INVESTMENT PLANNERS, INC. (FRANKFORT IL)
IL
01/01/2008 - 01/14/2010
WELLS FARGO ADVISORS, LLC (PALOS HEIGHTS IL)
IL
04/11/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ORLAND PARK IL)
NY
05/02/2002 - 06/03/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
09/21/2000 - 10/16/2001
REFCO SECURITIES, LLC (NEW YORK NY)
IL
01/23/1997 - 10/12/1998
LFG, L.L.C. (CHICAGO IL)
OK
09/05/1995 - 01/15/1996
AMERICAN INVESTMENT SERVICES, INC. (OKLAHOMA CITY OK)
BOTH
Issued 04/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/19/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/19/1993
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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