Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Kyung hoon Rhee is an investment advisor representative with Cetera Investment Advisers LLC. Peter has been in the industry since 2002, and has experience working with a variety of clients including high net worth individuals, corporations, and charitable organizations. Peter has held positions with several firms, including First Allied Securities, Inc., Investment Planners, Inc., and Wells Fargo Advisors, LLC. Peter is also a licensed insurance agent.
FRANKFORT, IL
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
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 4/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/22/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 7/19/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/10/2006
Series 7 - General Securities Representative Examination
BC
Issued 2/19/1993
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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