Unclaimed
Peter Stefanic is a financial advisor with Cetera Investment Advisers LLC, a firm based in Schaumburg, IL. Peter has over 40 years of experience in the financial services industry. Peter is licensed to provide financial advice in 18 states including Washington, Texas, California, and Florida. Peter holds Series 6, 7, 63, and 65 licenses. Peter is also an insurance agent.
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
WA
03/21/2024 - Present
Cetera Investment Advisers LLC (GIG HARBOR WA)
WA
08/01/2000 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (GIG HARBOR WA)
NJ
01/18/1983 - 07/13/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 2/26/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/13/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/29/2003
Series 7 - General Securities Representative Examination
BC
Issued 1/17/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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