Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Sungkee Park is an investment advisor representative currently registered with Cetera Investment Advisers LLC in Rochester, New York. Peter has been in the industry since March 19, 2003. Peter has passed Series 6, 7, 66, and SIE exams. Prior to joining Cetera Investment Advisers LLC, Peter was registered with Ensemble Financial Services, Inc. and AXA Advisors, LLC. Peter is currently licensed in 11 states, including New York, California, Colorado, Florida, Georgia, Maryland, North Carolina, North Dakota, South Carolina, Virginia, and New York.
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
NY
03/21/2024 - Present
Cetera Investment Advisers LLC (ROCHESTER NY)
NY
09/08/2004 - 06/30/2011
ENSEMBLE FINANCIAL SERVICES, INC. (MACEDON NY)
NY
03/20/2003 - 09/13/2004
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 4/4/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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