Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter 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.
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
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)
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
Active
Inactive
F
FINRA
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