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 Petrella is a financial advisor based in MEDFORD, MA, and has been in the industry since September 1994. Peter is currently registered with Cambridge Investment Research Advisors, Inc., Peter has a Series 6, Series 63, and Series 65. Peter is also a CPA and owns a firm, McCracked Cooper & Petrella PC, that provides accounting, bookkeeping, and tax services. Peter also serves on the Board of Directors of RIP Cord Acquisition LLC dba The Professional Alliance. Peter's firm, Cambridge Investment Research Advisors, Inc. specializes in financial planning, pension consulting, educational seminars, and market timing services. The firm provides advisory services to high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, state or municipal government entities, and charitable organizations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MA
05/06/2013 - Present
Cambridge Investment Research Advisors, Inc. (MEDFORD MA)
NY
09/07/1994 - 10/21/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
IA
Issued 05/03/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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