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 Silvis has been active in the financial industry since December 31, 2008. Peter currently works as a registered investment advisor representative for Cetera Investment Advisers LLC, based in Iselin, NJ. Peter holds a Series 6, 7, 63, and 65 licenses, and the SIE exam. Prior to joining Cetera Investment Advisers LLC, Peter was a registered representative with First Allied Securities, Inc. in San Diego, CA, and Triad Advisors, Inc in Edison, NJ. Peter is also an insurance agent, consultant for Solar Landscape, and an employee of Manhattan Ridge Advisors.
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
11/12/2020 - Present
Cetera Investment Advisers LLC (ISELIN NJ)
NJ
10/03/2016 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (ISELIN NJ)
NJ
03/21/2012 - 10/03/2016
TRIAD ADVISORS, INC. (Edison NJ)
NJ
01/01/2009 - 03/23/2012
METLIFE SECURITIES INC. (PARAMUS NJ)
BC
Issued 9/9/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 8/27/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/27/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/31/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Peter Silvis is the right advisor for you? Invested Better is here to help.
