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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Robert Thomson is an investment advisor representative with Cetera Investment Advisers LLC. Peter has been in the industry since 2006. Peter's previous experience includes roles at Wells Fargo Advisors, LLC, Citigroup Global Markets Inc., and J.P. Morgan Securities LLC. Peter holds Series 7, 63, and 66 securities licenses as well as the SIE exam. Peter's current registration is with the state of Tennessee, and Peter is also registered with FINRA. Peter's areas of specialization include: retirement planning, college savings, insurance, and estate planning.
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
TN
05/09/2023 - Present
Cetera Investment Advisers LLC (NASHVILLE TN)
MN
09/08/2017 - 01/25/2023
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
CA
04/17/2013 - 10/27/2016
WELLS FARGO ADVISORS, LLC (BEVERLY HILLS CA)
CA
06/08/2011 - 09/10/2012
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
CA
10/01/2008 - 03/16/2011
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
CA
08/18/2004 - 10/01/2008
J.P. MORGAN SECURITIES INC. (LOS ANGELES CA)
BOTH
Issued 7/12/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/3/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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