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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 Shalvoy is a financial advisor with over 38 years of experience. Peter is a Registered Representative and Investment Advisor Representative. Peter is currently registered with Cetera Investment Advisers LLC. Previously, Peter worked with Foresters Financial Services, Inc.. Peter is licensed in 20 states: California, Connecticut, District of Columbia, Florida, Georgia, Illinois, Maine, Maryland, Missouri, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, South Dakota, Tennessee, Vermont, Virginia, and West Virginia. Peter's professional designations include Certified Financial Planner.
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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NY
03/22/2021 - Present
Cetera Investment Advisers LLC (NEW YORK NY)
NY
07/15/1983 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (NEW YORK NY)
BC
Issued 06/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1994
Series 7 - General Securities Representative Examination
BC
Issued 10/15/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/14/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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