Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Stephen Staab is an investment advisor representative at Centura Wealth Advisory. Peter has been in the industry since 2022 and holds a Series 65 license. Peter is registered with the state of California. Centura Wealth Advisory is a firm that provides financial planning, pension consulting, and portfolio management services. They are registered with the state of California.
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.
Helps you choose top advisors aligned with your financial goals.
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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CA
10/09/2023 - Present
Centura Wealth Advisory (SAN DIEGO CA)
IA
Issued 09/27/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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