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Peter Michael Monahan

Cetera Investment Advisers LLC

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About Peter Michael Monahan

Peter Monahan is a financial advisor with over 33 years of experience. Peter is currently registered with Cetera Investment Advisers LLC in Pennsylvania and Texas. Peter has held previous positions with Securian Financial Services, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, Pruco Securities Corporation, Capital Analysts, Incorporated, and The Prudential Insurance Company of America. Peter provides investment advisory services to individuals, businesses, corporations, and retirement plans. Peter’s background includes experience in a variety of financial areas including financial planning, portfolio management, and insurance.

Firm Information

Peter Monahan is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a financial services firm headquartered in Schaumburg, Illinois. The firm offers a wide range of financial planning and investment advisory services to individuals, corporations, pension plans, and charitable organizations. Cetera manages over $104 billion in assets for clients. The firm has a large network of licensed financial advisors and investment advisory representatives, serving over 423,000 clients across the country.
Cetera Investment Advisers LLC

1450 AMERICAN LANE

SCHAUMBURG, IL 60173-2096

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Peter Monahan’s Registration & Firm History

PA

08/10/2023 - Present

Cetera Investment Advisers LLC (PLYMOUTH MEETING PA)

PA

05/20/2016 - 08/10/2023

SECURIAN FINANCIAL SERVICES, INC. (Plymouth Meeting PA)

PA

06/13/2001 - 12/31/2015

METLIFE SECURITIES INC. (NEWTOWN SQUARE PA)

NJ

06/13/2001 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (MARLTON NJ)

NJ

07/26/1996 - 09/11/2000

PRUCO SECURITIES CORPORATION (NEWARK NJ)

OH

01/13/1995 - 06/13/1996

CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)

NJ

04/13/1988 - 11/10/1994

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

04/13/1988 - 12/10/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

BOTH

Issued 07/09/2012

Series 66 - Uniform Combined State Law Examination

IA

Issued 07/02/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/11/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/22/2002

Series 24 - General Securities Principal Examination

BC

Issued 01/29/1997

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/28/1996

Series 7 - General Securities Representative Examination

BC

Issued 04/11/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter Michael Monahan.
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