Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Michael Kalin is a financial advisor currently registered with Cetera Investment Advisers LLC. Peter has been in the industry since 1999. Peter has held previous roles with HSBC Securities (USA) Inc., Chase Investment Services Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Advest, Inc., Lebenthal & Co., Inc., Investor's Advocate, LLC, 1717 Capital Management Company and New Times Securities Services, Inc.. Peter Michael Kalin is licensed to provide financial advice in Georgia, Massachusetts, New Jersey, New York, Pennsylvania, South Carolina and Virginia. Peter is licensed to provide financial advice in the state of New Jersey as an investment advisor representative. Peter has passed the Series 63, Series 65 and Series 7 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.
1
2
NJ
01/17/2018 - Present
Cetera Investment Advisers LLC (MORRIS PLAINS NJ)
NY
05/13/2009 - 08/11/2017
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
09/29/2008 - 05/11/2009
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
03/08/2006 - 09/08/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CT
06/07/2002 - 03/08/2006
ADVEST, INC. (HARTFORD CT)
NY
11/10/2000 - 06/07/2002
LEBENTHAL & CO., INC. (NEW YORK NY)
TX
02/15/2000 - 09/21/2000
INVESTOR'S ADVOCATE, LLC (HOUSTON TX)
DE
03/19/1999 - 02/17/2000
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
09/23/1998 - 03/01/1999
NEW TIMES SECURITIES SERVICES, INC. (MELVILLE NY)
IA
Issued 6/30/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/2/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Peter Kalin is the right advisor for you? Invested Better is here to help.
