Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Crimmins is a financial professional with over 25 years of experience in the financial services industry. Peter's career has included roles at several firms including ONEAMERICA SECURITIES, INC., GENEOS WEALTH MANAGEMENT, INC., LINCOLN INVESTMENT, CAPITAL ANALYSTS, INCORPORATED, and MML INVESTORS SERVICES, INC. Peter is currently registered with Cetera Investment Advisers LLC. Peter is a Series 6, 7, 63, and 66 licensed professional who provides financial planning and investment advice to individuals, families, businesses, and retirement plans.
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
AZ
03/21/2024 - Present
Cetera Investment Advisers LLC (Mesa AZ)
AZ
09/05/2017 - 11/07/2023
ONEAMERICA SECURITIES, INC. (Mesa AZ)
AZ
11/30/2012 - 09/06/2017
GENEOS WEALTH MANAGEMENT, INC. (MESA AZ)
AZ
06/01/2012 - 12/04/2012
LINCOLN INVESTMENT (MESA AZ)
AZ
01/26/2009 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (MESA AZ)
AZ
02/28/2003 - 02/05/2009
MML INVESTORS SERVICES, INC. (MESA AZ)
IL
05/04/1998 - 02/06/2003
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BOTH
Issued 09/15/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/01/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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