Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Paul Stefanic is a financial advisor in GIG HARBOR, WA. Peter has been in the industry since February 4, 1983. Peter is currently registered with Cetera Investment Advisers LLC and is licensed in 18 states. In addition to the Cetera Investment Advisers LLC, Peter has also been previously employed by PACIFIC WEST SECURITIES, INC. and PRUCO SECURITIES CORPORATION. Peter's current firm, Cetera Investment Advisers LLC, is an SEC-registered investment advisor with over 100 billion dollars in assets under management and 5000+ employees. Cetera Investment Advisers LLC provides financial planning, pension consulting, and portfolio management for individuals and businesses.
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
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 02/26/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2003
Series 7 - General Securities Representative Examination
BC
Issued 01/17/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Peter Stefanic is the right advisor for you? Invested Better is here to help.
